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.

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
We believe in being part of something bigger than ourselves. Bed Brigade is a wonderful organization right in our backya...
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

One of our whys? Raise the standard of the financial planning industry. Listen to Joe's interview on The Advisor Summit👇
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...

Check out Joe's most recent Kiplinger article!👇
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.

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...
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.

The wait is almost over! All of our books will be available as audiobooks tomorrow - stay tuned!🎧
07/09/2026

The wait is almost over! All of our books will be available as audiobooks tomorrow - stay tuned!🎧

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

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