Peak Retirement Planning, Inc.

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

Headcount trend

Company growth over the last 12 months

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%

Links

peakretirementplanning.com

Crunchbase

Peak Retirement Planning, Inc. insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded

2020

Headquarters

Columbus, Ohio

Employees

11-50

37.9% growth last 12mo

Marketing team

3

8% of company

2 saved employee profiles are linked to this company.

Overall company growth

Shows if the company is growing, flat, or shrinking.

Growing 37.9%

LinkedIn headcount is up 37.9% over the last 12 months.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result

Low risk

Seed-stage · Growing 37.9% last 12 months · Mid-stage

Trend

2023-01-30 -> 2026-04-20

Headcount (12 months)

+37.9%

Last funding round

—

Negative news (120 days)

0

Risk score0/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors

9.4K

Month over month+43.8%

Quarter over quarter+5%

Top sourceSearch (41.5%)

Traffic source mix

Search

41.5%

Referral

21.1%

Competitors and search

Shows competitors and key search metrics in one view.

Main result

0 competitor sites

Search traffic: 245 organic clicks / 0 paid clicks

Organic competitors

5

Paid competitors

0

Keyword change

-4

Ad budget per month

$0.0

Average search rank

30.4

Organic competitors5

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Total followers

2.3K

12-mo growth

+111%

Monthly growth

+34.8%

Marketing team growth

Shows if the marketing team is growing, flat, or shrinking.

Unknown

We need LinkedIn role growth data for marketing-related functions.

Marketing leader strength

Shows how strong marketing leadership looks at company level.

Low

Marketing leadership appears more mid-level today. Typical leader time at company: 6.2 years.

Founder or CEO

Saved founder and CEO profiles.

Joe Schmitz Jr. CFP® ChFC® CKA®

Founder and CEO

Marketing team size

Shows saved marketing team size.

3

8% of the company • 2 saved marketing people

Hiring manager

Shows saved hiring contacts for this job area.

Megan Casselberry

Director of Marketing & HR

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team

Based on saved marketing team size: 3.

Marketing leadership

Shows saved marketing leaders.

Megan Casselberry

Director of Marketing & HR

Loading insights...

Headcount +37.9% year over year

Social

20.1%

Direct

17.3%

LinkedIn followers

Follower count and growth

Total followers

2.3K

12-mo growth

+111%

Monthly growth

+34.8%

Peak Retirement Planning, Inc. insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded

2020

Headquarters

Columbus, Ohio

Employees

11-50

37.9% growth last 12mo

Marketing team

3

8% of company

2 saved employee profiles are linked to this company.

Overall company growth

Shows if the company is growing, flat, or shrinking.

Growing 37.9%

LinkedIn headcount is up 37.9% over the last 12 months.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result

Low risk

Seed-stage · Growing 37.9% last 12 months · Mid-stage

Trend

2023-01-30 -> 2026-04-20

Headcount (12 months)

+37.9%

Last funding round

—

Negative news (120 days)

0

Risk score0/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors

9.4K

Month over month+43.8%

Quarter over quarter+5%

Top sourceSearch (41.5%)

Traffic source mix

Search

41.5%

Referral

21.1%

Competitors and search

Shows competitors and key search metrics in one view.

Main result

0 competitor sites

Search traffic: 245 organic clicks / 0 paid clicks

Organic competitors

5

Paid competitors

0

Keyword change

-4

Ad budget per month

$0.0

Average search rank

30.4

Organic competitors5

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Total followers

2.3K

12-mo growth

+111%

Monthly growth

+34.8%

Marketing team growth

Shows if the marketing team is growing, flat, or shrinking.

Unknown

We need LinkedIn role growth data for marketing-related functions.

Marketing leader strength

Shows how strong marketing leadership looks at company level.

Low

Marketing leadership appears more mid-level today. Typical leader time at company: 6.2 years.

Founder or CEO

Saved founder and CEO profiles.

Joe Schmitz Jr. CFP® ChFC® CKA®

Founder and CEO

Marketing team size

Shows saved marketing team size.

3

8% of the company • 2 saved marketing people

Hiring manager

Shows saved hiring contacts for this job area.

Megan Casselberry

Director of Marketing & HR

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team

Based on saved marketing team size: 3.

Marketing leadership

Shows saved marketing leaders.

Megan Casselberry

Director of Marketing & HR

Social

20.1%

Direct

17.3%