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Life-Legacy Services & Life-Legacy Financial Counsel

Plan Your Future, Live Your Life, and Craft Your Legacy

Life-Legacy Services® is a fee only concierge organization of professional consultants and 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. Our team is focused on what you value- your family life goals and your legacy.

Your Legacy Message™ expresses love, appreciation, and advice to inspire future generations™. It encourages family unity, successful business succession, and inspires the effective use of wealth for generations.

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. 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 view our website to see details about how we seek to act only in your best interest. You are the only person who pays us. We do not accept commissions, referral fees, or any other form of compensation for our services from any third party. We do not charge Assets Under Management Fees.

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