Peak Legacy Partners LLC

At Peak Legacy Partners LLC, we have narrowed our focus to work with business owners and entrepreneurs to help them define and create both their Living and Lasting Legacies. Finding balance between these two priorities doesn't have to be as complex as it sounds.

Founder

Lifestyle Protection Advocates, Inc.

➤ WHAT WE DO:

We are passionate about helping mission-driven Speakers and Thought Leaders bring clarity and simplicity to their personal finances. 

Our income shield and legacy blueprint frameworks allow our clients to have the security they need to go out and chase their massive goals and dreams. This frees them up to create their impact on the world while we translate their efforts into financial peace. 

We make your financial security our priority while you continue to focus on your greater mission. 

➤ HOW WE DO IT:

Frameworks that combine both structure flexibility to DELIVER RESULTS! Our Income Shield Formula is designed to PROTECT and MULTIPLY the single most important financial asset at our disposal (our ability to earn).  

The legacy blueprint gives you an opportunity to align your actions with the financial impact you desire, not only inside your family but also on a larger scale.

➤ We help you Gain:

✔ Feeling of high-level support - going from cookie-cutter plan to VIP/personal board of directors experience

✔ Reduced time spent in contemplation giving you back some of the time that you don't have, we will focus for you on execution and progress ensuring you meet all your goals

✔ Tracking Metrics that allow you to benchmark and adjust for your goals, accountability from ME

➤ WHAT MAKES US DIFFERENT:

We have a passion in helping our clients take their financial vision and give them back financial peace of mind to spend time doing the things they love. We ensure this by monitoring their financial progress for the present and the future to ensure they retain their wealth now and in the future

✔ Want To Learn More?:

☏ 239-849-8005
✉ Josh@lpadvocates.com


Financial Planning | Retirement Solutions | Tax Advantaged Income Strategies

Founder, President

Southwest Florida Business Network

The Southwest Florida Business Network is a group designed for busy, growth-oriented business owners and professionals. We are ruthlessly committed to the following areas: GROWTH, COLLABORATION, COMMUNITY and LEADERSHIP. 

We gather to connect both virtually and locally, regularly.

Mutual of Omaha

I specialize in helping clients and businesses with products that protect, preserve, and grow their net worth. Businesses benefit from increased retention of key employees as well as from tax advantages that many of our products offer.

I am proud to work closely with FPTA and FOTA members as part of our alliance with their statewide associations. 

Disclosures: 1. Insurance Licensed in: FL, OH, TN, TX
 2. Disclosure: http://www.mutualofomaha.com/disclosure/

Association Member Benefit Specialist & Insurance Agent

Producing Sales Manager Role

Disclosures: 1.‎ Insurance Licensed in: Florida, Ohio, Arizona, Kentucky, Tennessee, Pennsylvania, Kentucky, Colorado and Georgia ‎2.‎ ‎ Disclosure: http://www.mutualofomaha.com/disclosure/‎

Field Sales Consultant

A full-service, multi-line provider of insurance, banking and financial services products, Mutual of Omaha offers products and services that provide financial protection to help families, individuals, businesses and groups achieve their goals. Our diverse offering of products and services include: 

•Annuities and Retirement Services 
•Banking 
•Critical Illness 
•Dental Insurance 
•Disability Insurance 
•Employee Benefit Plans 
•Life Insurance 
•Long-Term Care Insurance 
•Medicare Supplement Insurance 
•Voluntary/Worksite Products

Specialties:
Business Succession Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Critical Illness, Medicare Planning, Annuities, Association Marketing, Employee Benefits

Producing Sales Manager

As an insurance advisor who has spent years immersed in the physical therapy profession, I’ve come to deeply appreciate the passion, commitment, and encouragement that define PTs. My professional journey has been enriched by countless interactions with PTs, where I’ve gained invaluable insights and developed a strong sense of camaraderie.

I've had the pleasure of coaching, collaborating with, and learning from hundreds of PTs. These experiences have given me a comprehensive understanding of the unique challenges that private practice PTs face today. Navigating reimbursements, adapting to healthcare reforms, balancing patient satisfaction with profitability, and attracting ideal clients are just a few of the hurdles we encounter together.

My passion for supporting PTs stems from a profound sense of shared experience and mutual respect. My personal history is deeply intertwined with the physical therapy profession. After a life-altering 9-story fall, I underwent extensive PT sessions, guided by a doctor who later became my first PT client. My long cancer journey also brought me into frequent contact with dedicated PT professionals, whose support was instrumental in my recovery and growth.

I see myself not just as a service provider but as a partner who understands the intricacies of your work and shares your dedication to patient care. I am committed to helping you overcome business challenges and achieve success in your practice.

Our True Legacy Process is designed to equip your business for the climb ahead, providing the tools and strategies necessary to thrive. Let's take this journey together, one step at a time.

Give us a call at (614) 968-9166 – we’re here to help.

Josh Meyer

MPM Wealth Advisors

Senior Vice President-MPM Wealth Advisors 

SJS Investment Services

Senior Vice President, Director of Financial Institutions

OBS Financial

Co-Founder and Principal

Federated Investors

External Wholesaler

When you’ve been a key decision maker most of your career, you know the value of a trusted advisor. And when it’s time to make a major shift — to start a business, pursue a new venture, or enjoy your retirement — you may find that you have questions about how, when, and where to apply your hard-earned assets. 

Craig Huntington and the team at MPM help you manage the fruit of your life's work, so you can feel secure about your future. 

Originally from Bowling Green, Ohio, Craig earned his bachelor’s degree from Bowling Green State University. Since then, he’s worked extensively to design, deliver, and implement solutions for individual and institutional leaders who are looking to optimize their investments. Craig’s passion for trust-based relationships drives every client interaction, guiding you in what you need to know and putting your interests first. 

Outside the office you’ll often find him on the water, boating and fishing with family and friends. To learn more about what’s possible for your next big decision, reach out to Craig at 239-404-1925 or c.huntington@mpmwealth.com

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Josh Meyer

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