Peak Retirement Planning, Inc.

Peak Retirement Planning, Inc. We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.

200,000 subscribers later, and our mission is still the same: impact people across the country through financial educati...
05/14/2026

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 tra...
05/13/2026

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!

Peak was started at a dining room table...and there's nothing we love more than breaking bread together as a team. Quali...
04/22/2026

Peak was started at a dining room table...and there's nothing we love more than breaking bread together as a team. Quality time and competitive games may just happen to be additional perks😉

Happy Easter weekend! We may save for retirement, but He has saved us for eternity🙂
04/03/2026

Happy Easter weekend! We may save for retirement, but He has saved us for eternity🙂

Happy April Fools - watch for a sneak peek of Joe's funniest bloopers!P.S. Don't tell him we posted this...😉https://yout...
04/01/2026

Happy April Fools - watch for a sneak peek of Joe's funniest bloopers!
P.S. Don't tell him we posted this...😉
https://youtu.be/CorCjoi3LQo

We love when things come full circle, just like our “One-Stop-Shop” approach: CFP®, CPA, and Estate Planning all under o...
03/18/2026

We love when things come full circle, just like our “One-Stop-Shop” approach: CFP®, CPA, and Estate Planning all under one roof collaborating together. Our clients laugh when we say we'll do everything except cut their grass...except for those who have a special coupon from Joe😉

In this interview, Joe breaks down: 🔹Why pension earners often face higher taxes🔹How pensions change investment risk, in...
03/04/2026

In this interview, Joe breaks down:
🔹Why pension earners often face higher taxes
🔹How pensions change investment risk, income planning, & estate strategy
🔹Why many retirees with pensions underestimate their financial freedom
Listen to the full conversation👉 https://youtu.be/geQQFrSPhUc?si=MCqKfFbHqgcbNaOs

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

Telephone

+16145004121

Website

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