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Peak Retirement Planning, Inc.

Brand · Financial Services

Company overview

We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.
Founded in 2020
Columbus, Ohio, USA
38 employees (3 in marketing)
peakretirementplanning.com

Salaries

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People

Founders

Joe Schmitz Jr. CFP® ChFC® CKA®
Joe Schmitz Jr. CFP® ChFC® CKA®
Founder and CEO
LinkedIn

Marketing leadership

Megan Casselberry
Megan Casselberry
Director of Marketing & HR
LinkedIn

Hiring contacts

Megan Casselberry
Megan Casselberry
Director of Marketing & HR
LinkedIn

Headcount trend

Company growth over the last 12 months

Headcount +37.9% year over year

Funding

Audience

Monthly website visitors
9.4K
Month over month+43.8%
Quarter over quarter+5%
Top sourceSearch (41.5%)
Ad budget per month$0.0
Average search rank30.4
Traffic source mix
Search
41.5%
Referral
21.1%
Social
20.1%
Direct
17.3%

LinkedIn followers

Follower count and growth

Total followers

2.3K

12-mo growth

+111%

Monthly growth

+34.8%

Links

peakretirementplanning.comLinkedInCrunchbase