We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.
Joe and Megan joined Ficomm Partners Growth Leaders of Wealth Management podcast with Meg Carpenter. Listen/watch below👇
https://youtu.be/FCpgogPP5eM?si=8JOz-QB54gPmaZOi
07/16/2026
Check out Joe's most recent Kiplinger article!👇
6 Situations Where a Roth Conversion Is a Bad Idea for Retirees A Roth conversion is a powerful tax-saving tool, but there are several situations where taking that leap might actually cost you more in the long run.
07/15/2026
Joe and Jill started Peak at a dining room table.
Jill quit her job, and Joe used everything he had saved to start Peak.
A big dream and hard work have turned into thousands of lives impacted.
And we are just getting started...
A special thank you to Mindy Drayer and Mikaela Hunt Thorpe for helping us tell our story.
07/11/2026
All Audiobooks are LIVE! $0.99 today only! Listen now👉🏼 https://books.apple.com/us/author/joe-f-schmitz-jr/id1894028975
07/09/2026
The wait is almost over! All of our books will be available as audiobooks tomorrow - stay tuned!🎧
07/08/2026
Prefer to listen? Audiobooks will be launching soon! Narrated by Joe himself😉
07/01/2026
Should Joe update his title to "YouTube Influencer"?😉 Exciting milestone to surpass 1M views on our most popular YouTube video!
Training doesn't just happen at the office😉 Our team is always up for a new challenge, and we love making fun memories together!
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |