Many business owners delay legacy planning until they're "more successful", this unknowingly leaves their family in a vulnerable position.

Sometimes as entrepreneurs our commitment and dedication towards are families can be the very thing that prevents us from taking a step back to reflect on what's truly most important in our lives. 

The most important thing you can do as a leader of your family is get acute clarity on what your vision of a True Legacy looks like. 

We can help you take that critical first step. 

Call us to Schedule Your Legacy Vision Call today

(614) 968-9166 

Your Legacy Awaits!

Josh Meyer

Excited to be heading to Scottsdale, AZ next week for the Wealth.com Estate Planning Conference.

Check out the photo listing speakers at the event! 

One session I’m really looking forward to is “Integrated Planning with Attorneys and COIs for Complex Client Needs.”

This topic hits home for me. The most successful estate plans aren’t just documents—they’re the result of intentional collaboration between advisors, attorneys, and trusted professionals who share a commitment to the family’s long-term well-being.

I can’t wait to continue strengthening partnerships that allow us to serve clients more completely and help their plans hold up not just legally, but practically and relationally.

If you’ll be there, let’s connect!

🛡️ Helping you defend against Enemies of the Estate!! (IRMAA, Probate, and Unnecessary Taxes)

MPM Wealth Advisors

Senior Vice President-MPM Wealth Advisors 

SJS Investment Services

Senior Vice President, Director of Financial Institutions

OBS Financial

Co-Founder and Principal

Federated Investors

External Wholesaler

When you’ve been a key decision maker most of your career, you know the value of a trusted advisor. And when it’s time to make a major shift — to start a business, pursue a new venture, or enjoy your retirement — you may find that you have questions about how, when, and where to apply your hard-earned assets. 

Craig Huntington and the team at MPM help you manage the fruit of your life's work, so you can feel secure about your future. 

Originally from Bowling Green, Ohio, Craig earned his bachelor’s degree from Bowling Green State University. Since then, he’s worked extensively to design, deliver, and implement solutions for individual and institutional leaders who are looking to optimize their investments. Craig’s passion for trust-based relationships drives every client interaction, guiding you in what you need to know and putting your interests first. 

Outside the office you’ll often find him on the water, boating and fishing with family and friends. To learn more about what’s possible for your next big decision, reach out to Craig at 239-404-1925 or c.huntington@mpmwealth.com

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The Battle

Josh Meyer

Craig Huntington

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Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Josh Meyer's LinkedIn Performance

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