Peak Retirement Planning, Inc.

After receiving thousands of applications, we're thrilled to welcome 20 A+ Players into our summer internship program🚀 They will spend the summer in our professional development masterclass, earn industry credentials, and be given opportunities to grow in all areas of their life.

We feel blessed to help pour into and train up the next generation!

What an honor to share our growth story on the Financial Advisor Success Podcast with Michael Kitces! We are so grateful to be building something extremely special🚀 Listen to the full episode👇
https://podcasts.apple.com/us/podcast/bringing-hiring-in-house-to-support-rapid-growth-after/id1190341231?i=1000766222197

There is no better way to celebrate internal accomplishments than through outward service. In honor of surpassing 200,000 subscribers on YouTube, our team donated 200 footlong "subs" to local police stations for all they do to serve and protect our community! Read the full story👇
https://spectrumnews1.com/oh/columbus/news/2026/05/19/ohio-officers-receive-subs-for-service

200,000 subscribers later, and our mission is still the same: impact people across the country through financial education.

Thank you to everyone who has been part of this journey!

Our clients spoke, and we listened!
More travel✅ More memories✅ More Savings✅
What a fun panel to host with top local travel agents. The best part? Replay coming soon!

Check out Joe's latest interview with Authority Magazine: "How to Build a Purpose-Driven Culture That Attracts Top Talent"👇
https://medium.com/authority-magazine/joe-schmitz-jr-f20e48f812ee