We Do More Than Just Manage Money.
As your Fee-Only Advisory Team of Specialists , Concierges, and Legacy Consultants, we 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 accept our Fiduciary Responsibility to you.
We do not receive payment from any third party. You are the only one who pays us. We do not accept commissions or referral fees. We work only for you.
We offer a comprehensive list of services to you through our team members with some being employees of the firm and others being trusted and contracted providers.
We understand that there is more to your life than just financial concerns.
We can provide many coordinated and complimentary services to help you achieve your personal goals and peace of mind.
We can act as your personal concierge and project planner for many elements of your life or tasks to be done.
We are a fee only organization that accepts its fiduciary responsibility in accordance with the Investment Advisors Act of 1940, the CFP Board of Standards, and the CFA Institute.
Life-Legacy Services and Life-Legacy Financial Counsel, Inc. are fee-only concierge service organizations that provide both financial and non-financial services.
We provide our services in accordance to a Fiduciary Standard of always doing what is in the best interest of the client. Our teams have professional credentials that require operating in accordance with their ethical standards.
We purposely do not receive commissions, referral fees, or charge an assets under management fee, since these fees cause an inherent conflict of interest.
Our goal is a long-term relationship with you as we seek to help you Plan Your Future, Live Your Life, and Craft Your Legacy ™ . Together, we help you achieve your personal goals, because we focus on what is important to you.
Small enough to care, but large enough to have the access to the resources that you want. Contact us to learn more.
We avoid the common conflicts of interest that interfere with giving our clients truly independent advice.
You are the only one who pays us. Our team receives only the compensation that you provide, there are no special bonuses or other hidden material compensation arrangements. Unless you are satisfied with our services, we do not get paid. No other firm operates according to this fiduciary model of service.
We are not a firm that provides just one service, executes just a single transaction, recommends a short-term trading strategy, or uses unproven tax saving strategies in order to receive a commission.
We know that wealth management is more than investment advice. It requires a team of professionalsproactively educating you and planning with you , as we seek to develop your best outcomes.
We offer an integrated holistic experience. Through your team, we will consider – investments, tax, retirement income, estate planning, and insurance strategies that are aligned with unique wealth objectives.
We are a firm that commits to donating 10% of our profits to 501c3 charities of interest while seeking to match the gifts of our employees from those profits. As a firm that serves families, we consider all our associated members to be family, and we seek to have a flexible family sensitive work environment.
We encourage the achievement of excellence in our service to clients and each other. We encourage the involvement of our team in both community service, religious activities, and political organizations.
Contact us to learn the details and experience the difference. We want to be a disruptive and positive organization with the communities and people gether, we help you achieve your personal goals, focus on what is important to you, and plan, build, and protect your wealth.
Legacy Services and Life-Legacy Financial Counsel, Inc seek to serve a diverse clientele throughout the United States.
We therefore seek to recruit, develop, and retain a diverse team of professionals who work together to serve our clients.
We are committed to developing a workforce that mirrors our target market.
Our Talent Strategy and culture is to be an organization that is inclusive of diversity with 30-50% of our team and our leadership being female and our workforce including minorities at an equivalent 100-120% of the target market within our operational communities.
We know that through diversity and talent, we serve our clients better and will achieve our growth potential.
Our financial planning, investment management, and tax preparation services are offered through Life-Legacy Financial Counsel, Inc., an Ohio Chartered Company and Registered Investment Advisory Firm.
Through Life-Legacy Financial Counsel, Inc., we help you prepare for your future by providing retirement advice and financial strategies for expected longer life spans, anticipated higher future tax rates, and higher healthcare costs. We complete comprehensive financial plans, we manage investments, and we prepare and file your income tax forms (yes- we provide tax advice).
-West Chester- 9078 Union Centre Blvd, Suite 350
-Blue Ash OH- 4555 Lake Forest Drive, Suite 500
-Downtown Cincinnati - Scripps Center 312 Walnut Street, Suite 1600,
-Norwood - Rookwood Tower - 3805 Edwards Road, Suite 550
-Florence KY - Turfway Ridge Office Park, 7310 Turfway Road, Suite 550
As a concierge organization, we want to make your life easier so that with one phone call, text, or email, you can request that we 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".
We will provide you the focus, service, and expertise that you have wanted from your personal advisory team, but never received. Your entire Life-Legacy team will work with you, your family, and your other professional advisors to:
Bill Schretter and members of the team are periodically published in local media.
Here is a sampling of articles and interviews:
Bill Schretter and members of the Life-Legacy Services Team are available to media personnel to provide research and quotes on issues that impact the public, especially tax regulations, investment strategies, business succession planning, and financial literacy.
Our team provides free public education events for 501c3 charitable organizations through the Legacy Advice Network and the J24 Charity Trust. Learn more at www.J24Charity.org
Sample of Our Most Popular Speaking Topics:
Never Too Late to Plan for Your Future
Important Planning Topics for People Over 70
Financial, Insurance, Estate, Legacy, Charitable, and Elder-care
50 minutes to 90 minutes (easily adjustable)
There is More to Your Legacy Than Just Your Money
Legacy and Heritage Planning helps Future Generations Thrive
50 minutes to 90 minutes (easily adjustable)
Your Identity Has Already Been Stolen- Do not Give Them More Info
The How and Why of Identity Theft and 20 Ways to Protect Yourself from Scams because The IRS and
Social Security Will Not Call You. Presentation includes other common theft, Ponzi Schemes, and
Sweet Heart Scams that are targeting you
50 minutes to 90 minutes (easily adjustable)
Financial Education Series
Preparing You to be Financially Independent
A textbook review of Financial Planning, Investments, Estate and Insurance Topics
Five 90-minute courses. Great for Family, College Students, Employees, etc.
Business Succession Planning
There is More to Your Business Success than just its Market Value
90 Minute Introduction to Important Issues that Impact your Business Succession
Contact us to Learn More About These Presentations and Schedule Your Event
Life-Legacy Services is a fee only concierge service provider. We do not solicit or promote our service at any paid presentation beyond a brief mention of our organization and expertise. There is no obligation to purchase any products through our organization. We do not receive compensation from commissions, referral fees, or any third party. Our presenters are experienced professionals with expertise in adult learning techniques and the development of learning objectives and curriculum.
Life- Legacy Services and Life-Legacy Financial Counsel, Inc seek to serve a diverse clientele throughout the United States. We therefore seek to recruit, develop, and retain a diverse team of professionals who work together to serve our clients.
We are committed to developing a workforce that mirrors our target market. Our Talent Strategy is to be an organization that is inclusive of diversity with 30-50% of our team and our leadership being female and our workforce including minorities at an equivalent 100-120% of the target market within our operational communities. We know that through diversity and talent, we serve our clients better and will achieve our growth potential. We are a firm that commits to donating 10% of our profits to 501c3 charities of interest while seeking to match the gifts of our employees from those profits. Since we serve families, we seek to treat all our associated members as family, as we offer a flexible family sensitive work environment.
Careers & Internships We are always hiring and contracting caring professionals for the many roles in which we serve our clients throughout the United States. We hire men and women from age 16 upward for full-time, part-time, and contracted services.
Please send your resume and cover letter to BillSchretter@life-Legacy.us. We do complete and update periodic background checks, drug and sobriety tests, financial audits, etc. You must be licensed to drive and be a US citizen. Life-Legacy Services and Life-Legacy Financial Counsel, Inc. are an Equal Opportunity Employer and seek a diverse workforce. Training is provided. Depending on the role, we provide financial benefits and fringe benefits (ex. Financial Planning and free investment accounts). Our roles are perfect for caring service-oriented people who seek additional income with a flexible schedule. College Internship and Externship Opportunities are available.
Our goal is to become the perfect place to work throughout the United States (yes- it is an audacious goal). Franchising and Employee Stock Ownership opportunities are available.