Our team members and trusted third-party specialists can help you with...
Our team members and trusted third-party specialists can help you with 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 seek to do more than just estate planning- we do Legacy Planning.
We will work with your attorney to help you customize your estate planning documents to your needs. If you do not have an attorney, we refer you to attorneys that we trust in your area.
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 Legacy team will work with you, your family, and your 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™ of love, appreciation, and advice to inspire future 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.