Paul Meyer entered the financial services industry in 2005. He affiliated with Osaic Wealth (formerly Lincoln Financial Advisors) after transitioning from a successful 15 year career in the utility construction industry, where Paul was part of family owned, and family run businesses. It is Paul’s mission to leverage his experience and skills to help others secure their families, protect what they are working so hard for, and to grow & transition their business interests.
Having earned both the CEPA® and CBEC® designations, Paul works within proven processes to help successful, multi-generational farm families understand their succession options by educating and integrating the following: financial independence | preserving legacy | minimizing sources of conflict | tax strategies | fair vs. equal planning for off farm heirs. He does this with passion, integrity, and empathy.
Paul has consistently demonstrated an ability to uncover coordination gaps and missed financial planning opportunities. He has the commitment and expertise necessary to translate these ‘gaps’ and ‘opportunities’ into immediate, actionable steps. Results of his firm’s time-tested financial planning process driven by his client’s financial and non-financial objectives is simply greater client understanding and an increased sense of security. Paul helps his clients act with confidence while keeping the financial planning process manageable.