Create a meaningful legacy that secures your family’s future
Transform business revenue into long-term financial prosperity before it escapes from the business as another expense.
Many business owners delay legacy planning until they're "more successful," unknowingly leaving their family vulnerable.
Are you struggling with:
Making sense of conflicting financial advice?
Preparing your children to handle wealth responsibly?
Safeguarding your savings from unforeseen market crashes or lawsuits?
Protecting everything you've built from one possibly fatal mistake?
Finding guidance that fits your family's unique needs?
Not knowing who to trust with your legacy?
You deserve to see your life's work transformed into a meaningful legacy that secures your family's future.
Our Process
Our process begins with getting to know you and your goals. We’ll help you outline the basic components of legacy planning and learn which elements are most important to you.
We will start with the end in mind and reverse engineer a customized plan that suits your needs. As your life changes, we’ll adjust your strategy so it better aligns with your new path.
1
Peak Selection & Base Camp
This is our Discovery Process
In our first meeting, we’ll review the 3 Peaks of True Legacy, learn your goals, priorities and preferences. We'll also identify any obstacles you may face.
We'll focus on the non-financial elements of Legacy and give you exercises to get clarity on them.
We’ll also mutually establish what your expectations are for us, and whether or not developing an ongoing partnership is the right fit.
2
Route Design and Walk Through
Now that we understand what's important to you, we'll begin designing a preliminary route to review with you.
Once we map out our general plan, we will have a collaborative discussion to determine what tweaks and adjustments should be made.
We will compare how this plan will "weather the storms" (of potential risks) against your current plan.
Open communication at this stage is critical in developing a plan to meet your needs.
3
Equipment Check - Begin Summit
Once we have our map in hand we want to ensure we have the best tools and equipment to ensure your success.
There are several potential partners that we can recommend at this stage, so we'll focus on finding the best fit for you.
This is where paperwork, a pre-climb physical and any other requirements will be addressed.
Your plan will be designed to contain elements of resilience, efficiency, and provision to future generations.
4
Enjoy the View and Plan Next Climb
After the plan is in force, we'll put as many elements as possible on autopilot.
We will prioritize flexibility to be built into your plan so that we can make adjustments when the inevitable changes of life occur.
Once you begin this journey we will have regular check-ins to make sure you're on pace to meet your legacy goals and make any adjustments necessary.
Our commitment is to support you until you reach your ultimate summit!
Products & Services
PLANNING FOR BUSINESS OWNERS
Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.
Often times business owners are too involved in their business to tend to their own financial needs, and they may also overlook key planning considerations that could help their business grow and prosper. Also, the livelihood of a business owner can be jeopardized when unexpected events occur that adversely affect the bottom line of the business.
Josh Meyer, FSCP
Legacy Advocate
josh@yourpeaklegacy.com
239-849-8005
www.yourpeaklegacy.com
© Peak Legacy Partners LLC - All Rights Reserved.
Josh Meyer, FSCP
Legacy Advocate
2323 W Fifth Ave, Columbus, OH 43204
info@yourpeaklegacy.com
(614) 968-9166
www.yourpeaklegacy.com