Peak Retirement Planning, Inc.

09/02/2026

We have a team full of fierce and fast competitors💪🥇 Check out our 2026 Peak Olympics recap!

09/01/2026

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].

08/17/2026

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 Podcast: Build the Best, Not the Biggest: Joe Sc...

07/22/2026

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!👇

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.