About Life-Legacy Services

We are a fee-only organization that provides financial and non-financial services. We work only for you. We do not accept commissions or referral fees from anyone. We accept our fiduciary responsibility to you. We use a team that identifies your goals and creates strategies to achieve them. We can be your "Personal CFO", your "Concierge", and your "Family Office Agent" responsible for managing personal tasks. See our List of Services or About Us.

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The Financial Services we Offer

Comprehensive Financial Planning*

Investment Management and Consulting*

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Investment Management and Consulting*

We use Charles Schwab and Company as our primary custodian, but you are able to maintain your assets with any custodian that grants us trading authorization.

PLAN YOUR FUTURE, LIVE YOUR LIFE, AND CRAFT YOUR LEGACY™

We Do More Than Just Manage Money

About Life-Legacy Services

The Financial Services we Offer

Comprehensive Financial Planning*

Investment Management and Consulting*

Investment Management and Consulting*

Investment Management and Consulting*

Investment Management and Consulting*

Investment Management and Consulting*

Tax Planning and Preparation*

Investment Management and Consulting*

College Education Planning & Preparation*

College Education Planning & Preparation*

Philanthropy Planning Using the J24 Charity Trust*

College Education Planning & Preparation*

Philanthropy Planning Using the J24 Charity Trust*

Philanthropy Planning Using the J24 Charity Trust*

Philanthropy Planning Using the J24 Charity Trust*

Charity- Community Impact Planning*

Philanthropy Planning Using the J24 Charity Trust*

Philanthropy Planning Using the J24 Charity Trust*

Financial Education Seminars*

Business Valuation & Succession Planning*

Spending Plans & Debt Management*

Spending Plans & Debt Management*

Business Valuation & Succession Planning*

Spending Plans & Debt Management*

Business Valuation & Succession Planning*

Business Valuation & Succession Planning*

Business Valuation & Succession Planning*

The Non-Financial Services we offer

Insurance Review & Consulting

Estate Planning & Settlement Services

Estate Planning & Settlement Services

Estate Planning & Settlement Services

Estate Planning & Settlement Services

Estate Planning & Settlement Services

Home & Technology Management Support

Estate Planning & Settlement Services

Home & Technology Management Support

Medical Advocacy

Your Legacy Message ™ and Genealogy Records

Home & Technology Management Support

Personal Archive Organization

Your Legacy Message ™ and Genealogy Records

Your Legacy Message ™ and Genealogy Records

Your Legacy Message ™ and Genealogy Records

Your Legacy Message ™ and Genealogy Records

Your Legacy Message ™ and Genealogy Records

FAMILY VIDEO CREATION & EVENT PLANNING

FAMILY VIDEO CREATION & EVENT PLANNING

FAMILY VIDEO CREATION & EVENT PLANNING

HOME ORGANIZATION

FAMILY VIDEO CREATION & EVENT PLANNING

FAMILY VIDEO CREATION & EVENT PLANNING

PERSONAL CONCIERGE- TASKS & PROJECTS

FAMILY VIDEO CREATION & EVENT PLANNING

PERSONAL CONCIERGE- TASKS & PROJECTS

We Have 5 Locations To Meet Your Needs

Social Media, Credentials, Disclosures, and Memberships