Life-Legacy Services is not a financial advisory, tax, or legal advisory organization. Life-Legacy Services does not compete against any accounting, tax, legal, or financial advisory service organization. In fact, such firms are the primary source of referrals for our services.
Because of my professional experience as a financial advisor, I know the value of creating a legacy message. "When in college, my father suffered from heart problems and experienced 2 strokes."
o I understand that life can change in a single evening.
o I understand the importance of planning for when bad things to happen to good people.
o I understand that there is more to the value of a human life than the bank account balance.
Life-Legacy Services seeks to help people save more than just money. We work with our clients to save the stories of their family, their life, their triumphs and their tribulations to inspire future generations and leaders. A person who knows their family story discovers that they are a link in a chain that is seeking a better life, both influenced and independent from the history of those who came before them. Those who know their family story are inspired to have a more productive life based on long-term values and goals. They have a greater sense of life mission and the value of personal sacrifice. We encourage positive grieving and future actions through the recording, archiving, and publishing of your Legacy Messages, encouraging the creation of shared journals, and assisting with genealogy research and the preservation of family records. Your Legacy Message allows for an ongoing relationship with those you care about because of the messages that you have left behind for them. These are messages with a positive consequence that can last generations.
Bill grew up in Cincinnati Ohio. He attended St Gertrude School, St Xavier High School, Miami University, and the University of Cincinnati. He is married with two teenagers.
o BS Business Management- Miami University
o MBA, University of Cincinnati
o CLU®- Chartered Life Underwriter, The American College
o ChFC®- Chartered Financial Consultant, The American College
o CFP®- CERTIFIED FINANCIAL PLANNER™, CFP Board 115542
o ATA®- Accredited Tax Advisor, Certificate #1101120335
o LSSBB®- Lean Six Sigma Black Belt – Certificate # 19111513, November 15, 2019
o CFCS®- Certified Financial Crimes Specialist since 2022
o CFP Board Ambassador™ since 2015
o Intuit Certified Tax Professional™ – Certificate # 82320845
o Ohio Life & Health Insurance Agent, License #601605, since 2002
o Certified Financial Counselor®
o Creator of the 5P Customer Service Audit Process™
o Published Author and researcher on the topics of Legacy Planning and maintenance of Generational Wealth and Impact on Personal Life Purpose.
o Creator of The Legacy Message™- A Message of Love, Appreciation, and Advice that you leave behind for Future Generations™
o 1998-2001 Fidelity Investments – Equity and Options Trader
o 2001- 2002 AIG Pinnacle Tax Advisors – Financial Advisor
o 2003-2007 Northwestern Mutual Insurance Company- Compliance Manager
o 2007-2012 Capital Analysts, - Compliance Manager
o 2012-2015 Raymond James Financial Services, - Financial Advisor
o 2015-2018 Key Private Bank, Southwestern Ohio- Regional Financial Planner
o 2012- present Life-Legacy Services – Creation of Legacy Messages- Owner
o 2018-2022 Life-Legacy Financial Counsel, Inc., Founding Principal & Advisor
o 2022 - Present Allworth Financial, Financial Advisor
o 2020-2022 Intuit Inc. Certified Tax Expert and Consultant
o 2019-2022- University of Cincinnati- Adjunct Faculty
Bill is a Trustee of the J24Charity Trust and is on the Board of Directors of several local 501c3 organizations. Bill is a graduate of Leadership Warren County and the Cincinnati Leadership Council BOLD Program™ Bill is a board member with several professional organizations, including the FPA of Southwestern Ohio and the National Society of Accountants. Bill has been involved in both the Boy Scouts of America and was past Board Member of the Girl Scouts of Western Ohio. Bill is the Board Chair for Never The Less Inc, a 501c3 organization that serves the educational and career needs of girls in Cincinnati Ohio. He volunteers as the President of the Miami University Alumni Association in Dayton Ohio.