Josh Meyer, Legacy Advisor & Medicare & IRMAA Advisor
Josh Meyer
Legacy Advisor, Peak Legacy Partners LLC
Professional Profile
Josh Meyer is a dedicated Legacy Advisor with 18 years of experience helping family and business leaders in Westerville, OH, navigate the complexities of retirement and estate planning. At Peak Legacy Partners LLC, Josh specializes in Legacy Advising, Retirement Decumulation Strategy, and Estate Planning, combining financial planning, estate mechanisms, and the deeper meaning of legacy to create a comprehensive approach that safeguards a lifetime of hard work.
What sets Josh apart is his unwavering commitment to ensuring each client understands the integral relationship between their finances, estate plans, and their values. He believes that overlooking any one of these components can jeopardize the legacy clients wish to leave for their loved ones. With credentials including FSCP and LUTCF, Josh equips clients with the knowledge and strategies needed to make informed decisions about their future.
Josh Meyer has completed the IRMAACP™ Medicare & IRMAA certification, with focused expertise in Medicare and income-related premium planning.
As an OSU Buckeye for life, a proud dad, and an outdoor enthusiast, Josh brings a personal touch to his professional practice. He understands the importance of family and community, and strives to instill that same sense of meaning and connection in his work. If you're seeking a trusted Legacy Advisor who can guide you through the intricate process of retirement and estate planning, Josh Meyer is here to help you create a lasting legacy.
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An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.