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About Life-Legacy Services

The Mission of Life-Legacy Services and Life-Legacy Financial Counsel, Inc. is to help you Plan Your Future, Live Your Life, and Craft Your Legacy.  

Life-Legacy Services®  is a concierge organization of independent professional consultants.  Through the 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. Your team is focused on what you value-  your family, your business, your life goals, and your legacy. Life-Legacy Services can serve as your Private Family Office. 

Life-Legacy Financial Counsel, Inc. uses a team of professionals to provide fee-only Financial Planning, Investment Management, and Tax Preparation Services. To avoid the common conflicts of interest, we have chosen to be a fee-only financial advisor.  We have no assets under management minimum, do not manage qualified retirement plans for employers, and do not manage money for municipalities. We do not receive investment commissions, insurance commissions, or referral income from any third party. We work only for you. We accept our Fiduciary duty. 

Together, we provide Budget Development, Debt Reduction Strategies, Personal Insurance Reviews, Elder-care Services, Home Management, Property Management, Business Succession Planning, Employee Wellness Seminars, Family Financial Education Seminars, Estate Planning & Settlement Services, Genealogy Research, Legacy Planning, and the Crafting of your Legacy Message®.   

Learn more about how we can provide both financial and non-financial services at our detailed webpages- About Us,Our Menu of Services,Our Planning Process,Our Investment Management Process,Our Advanced Planning Strategies

With One Call From You, Our Goal Is To Do What You Need Done™. 

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.

We provide a discount to veterans to record their Legacy Message™ and  experiences. The goal is the preservation and sharing of their experience, both private messages for family and public messages for future generations. Contact us to learn more 

 

 

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

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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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