Josh Meyer is the owner and founder of Peak Legacy Partners LLC.
Josh has dedicated the majority of the last 15 years to serving his clients insurance and financial needs. After navigating through some life altering challenges of his own, he has grown even more committed to helping his clients find the most effective means to establish both their living and lasting legacies.
He designs Legacy plans for clients, which often place an emphasis on tax-free income and optimal retirement distributions.
As a long time Ohio resident and graduate of THE Ohio State University, he and his family have recently returned to the Buckeye state. He is looking forward to splitting time between his Ohio and Florida (a.k.a. winter) offices.
Josh enjoys spending the weekends taking adventures with his family, running, diving into personal development work and staying up to date on the latest college football news – Go Bucks!
LICENSES & ACCREDITATIONS
- Financial Services Certified Professional (FSCP)
- Life Underwriter Training Council Fellow (LUTCF)
- Million Dollar Roundtable Member
- Life & Health Licensed
- Annuity & Long Term Care Licensed
AREAS OF EXPERTISE
- Legacy Planning
- Retirement Planning
- Wealth Transfer
- Estate Planning
- Tax Strategies
- Distribution Plans
- Survivorship Planning