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  • About Life Legacy Services

About Life-Legacy Services

Life-Legacy Services®  is a fee only concierge organization of professional consultants who help you Plan Your Future, Live Your Life, and Craft Your Legacy.

We are a diverse team of specialists who help you to discover your goals and solve your needs, so that you may live your life with confidence and peace of mind.  Our team is focused on what you value-  your family life goals and your legacy. We will provide you the focus, service,  and expertise that you have wanted from your personal advisory team, but never received. Your entire Life-Legacy team will work with you, your family, and your other professional advisors to: 

  1. Achieve your goals through proactive comprehensive financial, tax,                education, retirement, philanthropic, and estate planning.
     
  2. Make your life easier through personal concierge services.
     
  3. Assist with Legacy Planning via estate document review and the crafting        of your Legacy Message™.

Your Legacy Message™ expresses love, appreciation, and advice to inspire future generations™.  It encourages family unity, successful business succession, and inspires the effective use of wealth for generations.   

Our financial planning, investment management, and tax preparation services are offered through Life-Legacy Financial Counsel, Inc., an Ohio Chartered Company and Registered Investment Advisory Firm. 

Life-Legacy Financial Counsel,Inc. is a fee only firm that accepts its fiduciary responsibility in accordance with the Investment Advisors Act of 1940, the CFP Board of Standards, and the CFA Institute.  Please access our ADV Brochure for details about how we seek to act only in your best interest.  You are the only person who pays us. We do not accept commissions, referral fees, or any other form of compensation for our services from any third party. 

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.

9078 Union Centre Blvd, Suite 350

West Chester, OH 45069

Email Life-Legacy Services 

Office  (319)527-4267

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