Too often, we lose sight of the "forest for the trees". We miss the beauty of life that exists in our relationships and our surroundings. We become focused on being " human doers" instead of " human beings"
However, through the services provided by your Life-Legacy Services team, you can regain your focus and peace of mind. You can live confidently knowing that what you want done is getting done by the team of experts that you hired.
Our Legacy Consultants, Business Consulting Specialists, Investment Management Team*, and the Life-Legacy Services' Concierge Team can help you and those you care about to achieve the needed goals through our planning services, investment consulting services, and our assistance with activities of daily life:
Life-Legacy Services offers a myriad of consulting services through Legacy Consultants, Education Planning Consultants, Insurance Advisors, and Business Succession Consultants. Our Legacy Consultants help craft and communicate your Legacy Message™- your Message of a Lifetime™ so you share your message of love, appreciation, and advice with those you care about to inspire the next generation. These messages communicate your values, share your stories, and encourage the longevity of your family unity.
Through Life-Legacy Financial Counsel, Inc.*, our fee only Ohio registered investment advisory services firm, our CERTIFIED FINANCIAL PLANNERS™, Investment Specialists, Spending Plan Managers, and Income Tax Preparers help you to achieve your financial and legacy goals.
Our Life-Legacy Services ConciergeTeam can help with the tasks that you do not want to do, do not have the time to focus on, or do not have the expertise to complete. Our concierge team can be your maintainance person, your home technology engineer, your errand assistant, your event planner, your personal shopper, your personal and home organizer, your medical advocate, your custodial care assistant, and many other potential helper roles. Our concierge team can be hired to assist with a single project, single event, or on a routine basis. Our teams are trained and background checks are completed.
With a single phone call, email, or text; we can help you make your life easier and allow you to focus of what matters most to you (like family, business, or community service). Because of the services provided by your entire Life-Legacy Services Team; you can focus on being the son or daughter, spouse, or sibling that you want to be; not the financial expert, the tax professional, the caretaker of property, the grocery shopper, or some other techical guru. If we do not have a team member or associated person who can help you, we will refer you to other trusted experts in the local community.
Contact Us to Learn More About All That We Can Do For You...