Josh Meyer
Association Member Benefit Specialist & Insurance Agent at Mutual Of Omaha
Based in Dublin, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Dublin
Industry
Financial Services
Company size
9.2K
Contact information
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j•••••••@mutualofomaha.com
Phone
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Background
About Josh Meyer
I help my clients take their financial vision from aspirational > attainable > actualized. We Create and Design living and lasting legacies that create impact for generations. Our goal is to help clients attain a level of financial security and peace of mind that gives them permission to take chances in the pursuit of their biggest goals and dreams. As the Founder and President at Lifestyle Protection Advocates, Inc, I ensure that Top Influencers and Thought Leaders create their unique financial impact plan by providing a path to execute both their most pressing goals as well as their long-term financial goals using Our Income Shield Formula! Have you found yourself having these feelings: Frustrated from limited access to cookie-cutter employer benefits like income protection and customized life insurance planning? Stressed out from a lack of framework for managing your personal and business finances? Upset by the lack of time that you can dedicate to planning your finances with an expert like myself? Perhaps you never had the chance to find a trusted authority in the Financial Planning and Protection space. Perhaps you are too busy to get the chance to sit down and think about these important aspects of your business that may go overlooked. Well, I’m very proud to say that thanks to the expertise and work done as the Founder and President at Lifestyle Protection Advocates, Inc, I can help you with things like: Employer benefits plans designed to account for flexibility that can be adjusted to fit circumstances Convenient frameworks that will allow for individual prioritization planning needs to meet all of your financial goals Automation - set the plan to autopilot, adjust and modify periodically, KEEPING SCORE FOR YOU. Most importantly giving you back more of your precious time for what you love to do. To learn more about how we can help you reach family security and business stability, please shoot me a direct message through LinkedIn or use the contact information below: 239-849-8005 Josh@lpadvocates.com Financial Planning | Retirement Solutions | Tax Advantaged Income Strategies
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