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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.  Your entire Life-Legacy team will work with you, your family, and your other professional advisors to help you achieve and communicate your goals through proactive comprehensive planning, personal concierge services that seek to make your life easier, legacy planning, estate document review and organization, and the crafting of your Legacy Message™. Your Legacy Message™ expresses your love, appreciation, and advice to inspire future generations™ while encouraging family unity and the effective use of wealth to last generations.   

Our financial planning, investment management consulting, 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, third party referral fees, or any other form of financial compensation for our services. 

Plan Your Future

Our team members and trusted third-party specialists can help you with... 

 

*These services offered through             Life-Legacy Financial Counsel, Inc .         See our disclosure section for details. 

 

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

Life Legacy Services

Life-Legacy Financial Counsel, Inc.

info@life-legacy.us

Office   513-295-3036

Conference Call Line  (319)527-4267

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