Get Your Tax-Free Retirement Toolkit To Learn:

How to be Tax-Smart in Retirement

This Info-Packed Toolkit Features The Amazon Bestselling Book
"I Hate Taxes!"

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If you’re ready to have clarity and thrive in your retirement, then you’ve come to the right place.

My FREE Book, "I Hate Taxes," reveals how to live out your plan for your money -- not the IRS' -- and save your retirement from Uncle Sam being your biggest beneficiary.


Best of all, I’m going to send everything to you 100% FREE – just fill in the form below and click the “Send Them Now” button -– we’ll ship it out to you immediately!


The strategies and concepts discussed in my book are designed to help those who've saved $250K or more for retirement.  If you have not yet achieved this saving milestone in your retirement, there is still some great information in our digital bundle that could potentially help you in your retirement journey. So don't delay, request your toolkit now!

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Joe F. Schmitz Jr. CFP® ChFC® CKA®

Joe has built a comprehensive retirement planning company focused on helping clients grow and preserve their wealth. Under Joe’s leadership, a team of experienced financial advisors use tax-efficient strategies, investment management, income planning, and proactive health care planning to help clients feel confident in their financial future – and the legacy they leave behind.


As a CERTIFIED FINANCIAL PLANNER™, he has not only passed a rigorous education program and certification exam to receive the CFP® designation, he has spent over 6,000+ hours of professional experience to meet the CFP’s experience requirements.


What’s more, Joe has received the Certified Kingdom Advisor® designation, showing that he has learned the finer points of retirement planning, investing, insurance and taxation in accord with Christian principles. By creating a firm to help you have a deep sense of purpose in how you steward your wealth.

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