We have a team full of fierce and fast competitors💪🥇 Check out our 2026 Peak Olympics recap!
Peak Retirement Planning, Inc.
We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.
08/26/2026
For many veterans, an Honor Flight day begins long before dawn. Those who live several hours from Columbus may need to leave home at 2:00 or 3:00 a.m. to make our early airport check-in. After a full and emotional day in Washington, D.C., they return late at night and still face a long drive home.
Our Hotel Initiative removes that barrier by offering out-of-town veterans a two-night stay at the Fairfield by Marriott Inn & Suites Columbus Airport. Veterans can arrive the night before their mission rested and ready, then stay another night after returning to Columbus rather than facing a long, late-night drive home.
We are grateful to Peak Retirement Planning, Inc. for sponsoring our veterans’ hotel rooms for the fall flight season and to Fairfield by Marriott Inn & Suites Columbus Airport for its partnership in making this important program possible.
Together, these partnerships help us provide a safer, more comfortable, and fully accessible Honor Flight experience for veterans throughout our 40-county service area—because gratitude should never come with obstacles. 🇺🇸
If you have questions about the hotel program, email the office at [email protected].
08/12/2026
We believe in being part of something bigger than ourselves.
Bed Brigade is a wonderful organization right in our backyard that helps provide children with beds. Our team loved getting the opportunity to serve!👇
https://youtu.be/Ndi0fnutQGo?si=Qtg5JZDV2FKdcdsy
08/05/2026
One of our whys? Raise the standard of the financial planning industry.
Listen to Joe's interview on The Advisor Summit👇
The Advisor Summit: Build the Best, Not the Biggest: Joe Schmitz on Marketing, Leadership & Scale The Advisor Summit Podcast: Build the Best, Not the Biggest: Joe Sc...
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.
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Contact the business
Telephone
Address
3600 Olentangy River Road, Building 501
Columbus, OH
43214
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |