Our Mission Here at Peak Retirement Planning https://lnkd.in/eN5BmYJ2
关于我们
At Peak Retirement Planning, Inc. we specialize in helping those in or near retirement who have been diligent savers by following our 5 Pillar approach. This approach is comprehensive and consists of: Tax Planning - Our goal is to help our clients pay the lowest lifetime tax bill. This is the foundation to planning as taxes could be your biggest expense in retirement. Investment Planning - We help our clients maximize growth and protection by managing their investments. Many of our clients are looking to take less risk at this point in their life so we build investment plans to meet their goals. Income Planning - We help our clients decide when to take social security and structure their investments in a way to provide ongoing income in retirement. Healthcare Planning - We help our clients plan for Medicare and Long Term Care. Estate Planning - We work with an estate planning attourney at our office to ensure our clients have the correct legal documents in place. We help our clients transfer wealth in tax efficient ways to beneficiaries.
- 网站
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https://peakretirementplanning.com/
Peak Retirement Planning, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Columbus，OH
- 类型
- 合营企业
- 领域
- Tax Planning、Investment Planning、Legacy Planning、Healthcare Planning、Social Security Planning、Retirement Planning、Income Planning和Comprehensive Financial Planning
地点
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主要
获取路线
3600 Olentangy River Road, Building 501
Building 501
US，OH，Columbus，43214
Peak Retirement Planning, Inc.员工
动态
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Have we mentioned lately how INCREDIBLE our clients are?! Thank you to the very talented Mr. Hayslett for this beautiful painting. If you are local to Lancaster, you probably know this view! Joe Schmitz Jr. CFP? ChFC? CKA?, Jill Schmitz, and Dominic Garris, CFP? all grew up going to Mount Pleasant and it's one of their most memorable places! We cannot wait to get this framed and hung up in our office!
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Peak Retirement Planning, Inc.转发了
You know it’s going to be a good day when you start your Friday morning on Good Day Extra??
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We pinch ourselves every single day, knowing we have the most incredible community. Thank you to everyone for supporting our newest book, Midwestern Millionaire! Achieving "Amazon Bestseller" again doesn't happen without all of you?? We cannot wait to see the impact this book will have and are thrilled to be able to share it with you finally!
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Peak Retirement Planning, Inc.转发了
WOW! We are so grateful for all the support of our new book, "Midwestern Millionaire". Thank you! If you haven't gotten your copy yet, make sure to get it today for $0.99 before the price increases ???? https://lnkd.in/e-k3HTzn
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Have you gotten your discounted copy yet? We know Midwestern Millionaires love saving money! Get the Kindle version for only $0.99: https://lnkd.in/e-k3HTzn https://lnkd.in/eHcKk5TY
Get A Copy Of Joe's New Book "Midwestern Millionaire" On Amazon Today!
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Peak Retirement Planning, Inc.转发了
Our New Book Midwestern Millionaire is officially out! Our firm coined the term, "Midwestern Millionaires" as we were founded to serve people just like them. They are hardworking, frugal, and diligent savers. The release comes at a perfect time as the one person who comes to mind when I hear "Midwestern Millionaire" is my grandma. We just celebrated her 87th birthday on Tuesday! She graduated from TOSU (just like me) and earned her Master's from Case Western Reserve. After finishing her Master's, she was a high school English teacher at Warren G Harding for 29 years! Whenever I see the cover of our book, it takes me back to the conversations we had when I was a child about the importance of saving. She started those same conversations with my son Dean the first chance she got (as you can see below). ?? If you know a "Midwestern Millionaire" or are one yourself, I highly encourage you to get a copy! It was written specifically for you! The Kindle version available on Amazon is on a special discount today only! Amazon: https://lnkd.in/eES5_x2n
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WOW! We are so grateful for all the support of our new book, "Midwestern Millionaire". Thank you! If you haven't gotten your copy yet, make sure to get it today for $0.99 before the price increases ???? https://lnkd.in/e-k3HTzn
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