Life-Legacy Services Helps You Plan Your Future... ...Live Your Life... ...and Craft Your Legacy.
Your Life-Legacy Services® Team knows that life is too short to not focus on what matters most to you.
We are a fee only advisory team of specialists and legacy consultants who are dedicated to helping you discover your needs and achieve your goals so that you may live your life with greater confidence, focus, and peace of mind. We work only for you. Everything we do, we do in accordance with your best interests. We do not receive any form of commission or referral fee.
Your Life-Legacy Team will work with you, your family, and your other professional advisors to inspire you to discover, achieve, and communicate all your goals through our comprehensive llfe planning focus, project management, personal concierge services, legacy planning and estate document organization, and the crafting of your personal Legacy Message™.
With one phone call. text, or email, we can surround you with the skills and services of a professional and diverse team dedicated to helping you "Plan Your Future, Live Your Life, and Craft Your Legacy".
Through Life-Legacy Financial Counsel, Inc., we complete comprehensive financial plans, we manage investments, we prepare and file your income tax forms, and we provide tax advice. Life-Legacy Financial Counsel is a fee only state registered investment advisory firm located in Ohio.
You are first introduced to you personal Life-Legacy Concierge who wil help you to identify your needed services and your priorities. The Concierge will then assemble the team to work on the specific projects and tasks that you have contracted us to complete. Through it all, your Concierge is your primary contact and the responsible person to make sure that you are pleased with all the services that we are providing to you and your family.
Our LEAD Process™ Combined with our Legacy Message™ Service
Our Legacy Planning Process (which we call the L.E.A.D Process™) is based on our belief that you can pass both your values and your valuables to future generations. We understand that there is more to your estate than just your stuff. You have a wealth of wisdom from your life experiences and the creation of your financial wealth. We believe that if your insight and advice is lost at your death, the financial assets and family unity will not last long afterward.
Our Legacy Planning Process is designed to emphasize “your family story” and encourage its inclusion in the provisions of your estate documents. Through our more comprehensive legacy discussions, you and your estate planning team can pass both the financial assets and the family assets (the family mission and messages of love, appreciation, and advice) for the benefit of future generations. By providing to your heirs and beneficiaries a greater understanding of the family identity, personal history, and advice; they can develop a greater understanding of true value of the inheritance and a greater understanding of their own identity and mission. Through this understanding and the provisions in the estate documents, we believe the assets are better utilized and preserved.
Contact our team and speak to a Concierge to learn more about what we do, how we do it, and how we seek to be different than other advisory and service organizations. Our Concierge will discuss with you the benefits of working with Life-Legacy Services and all the services that we can provide.