Individual & Family Services - , Ohio, United States
We are a fee only advisory team of specialists and legacy consultants who 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 work only for you. Everything we do, we do in accordance with your best interests. We do not receive any form of commission or referral fee. Through Life-Legacy Financial Counsel, Inc., we complete comprehensive financial plans, we manage investments, we prepare and file your income tax forms, and we provide tax advice. Life-Legacy Financial Counsel is a fee only state registered investment advisory firm located in Ohio. Learn more about our money management process by viewing our Investment Management Process web page. You are first introduced to you personal Life-Legacy Concierge who wil help you to identify your needed services and your priorities. The Concierge will then assemble the team to work on the specific projects and tasks that you have contracted us to complete. Through it all, your Concierge is your primary contact and the responsible person to make sure that you are pleased with all the services that we are providing to you and your family.
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