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.

➤ 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.comFinancial Planning | Retirement Solutions | Tax Advantaged Income Strategies

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.

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/

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

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