Stocks Closed At A Record High; Should You Worry?

The Standard & Poor's 500 closed the week at an all-time high on Friday of 3,013.77. With the economy in its eleventh-year of expansion showing some possible signs of slower growth, should you be fearful?

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  • About Life Legacy Services

About Life-Legacy Services

 Our Mission is to help you Plan Your Future, Live Your Life, and Craft Your Legacy.  

Life-Legacy Services®  is a fee only concierge organization of independent professional consultants.  Through our diverse team of specialists, we  help you to discover your goals and solve your problems, so that you may live your life with confidence and peace of mind. Our team is focused on what you value-  your family, your life goals, and your legacy.

Learn more about the organization at our more detailed About Usour Planning Process and our Investment Management Process web page. 

Plan Your Future

Our team members and trusted third-party specialists offer ...

*These services are offered through Life-Legacy Financial Counsel, Inc. See our disclosure section for details. We use a personalized dynamic planning process. We do not create "cookie-cutter" financial plans-  we create custom financial plans and implement ongoing monitoring to help you achieve your goals.  

Craft Your Legacy

Our team members and trusted third-party specialists provide the following services to craft and protect your legacy. We understand that there is more to your legacy than just the stuff you leave behind. Your voice, values, and experience have value, too. We do more than just estate planning- we do Legacy Planning.

Contact Information

Bill Schretter, CLU, ChFC, CFP, ATA

Life Legacy Services

Life-Legacy Financial Counsel, Inc.

Meetings by Appointment Only 

Email Life-Legacy Services 

Cincinnati Office  513-785-0835

Direct Line  513-268-2346

National Conference Line 319-527-4267

Access Conference Call Website

 

Schedule a Meeting or Call 

 

 

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Schedule a Meeting or Call 

Our Office Meeting Locations:

9078 Union Centre Blvd, Suite 350, West Chester, OH 45069

Blue Ash OH-  4555 Lake Forest Drive

Downtown Cincinnati - Scripps Center  312 Walnut Street, Suite 1600

Rookwood Tower - 3805  Edwards Road , Suite 550

Florence  KY - Turfway Ridge  Office Park, 7310 Turfway Road , Suite 550 

Or anywhere you want to meet  :) 

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