Bill Schretter, MBA, CLU, ChFC, CFP, ATA - SafeMoney.com

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Ohio

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Life-Legacy.us Founder
Address:
9078 Union Centre Blvd, Suite 350 West Chester OH 45069

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About Bill Schretter, MBA, CLU®, ChFC®, CFP®, ATA®

Bill is an experienced CERTIFIED FINANCIAL PLANNER® dedicated to helping clients achieve their life, financial, and legacy goals through the efficient and effective use of financial tools, tax strategies, and properly documented estate plans. He understands that there is more to your goals and legacy than just money.

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Since 1998, he has worked for a variety of firms in the financial services industry. He has been a Trader for Fidelity Investments, a Tax Consultant for AIG Pinnacle Taxx Advisors, a Supervisor for Northwestern Mutual, and a Compliance Manager for Capital Analysts Incorporated, and the Senior Financial Planner for Key Private Bank in Southwest Ohio . In his career, he has personally served and coordinated (through teams) the service for thousands of high net worth individuals, professionals, families, and business owners. He provides comprehensive tax, estate, financial, and business succession planning.

The goal of Life-Legacy Financial Counsel is to create the feel of the "Family Office" on a budget that your family can afford. He believes that everyone deserves to have a financial professional care about their success. He has worked with people of all levels of wealth and professional background. He understands the intricacies of true wealth management, especially the value of sharing your values (messages of love, appreciation, and advice) to inspire those you love and leave behind at death. He has developed and presented financial education seminars for students, public audiences, and for private industry.

He has been quoted in the Dayton Daily News, CNBC, Bloomberg, and has published articles on the CFP Board website. He has a B.S. in Business from Miami University and an MBA from the University of Cincinnati. As a licensed insurance agent, he assists with decisions regarding life, health, disability, and long-term care insurance. He lives in Lebanon, Ohio, with his wife, Beckie (Miami Merger), and together they have two children. His hobbies include gardening and golf. He volunteers and assists with Boy Scout and Girl Scout activities in the area, volunteers with and was a Board Member of Junior Achievement OKI, and is a Board Member of the Girl Scouts of Western Ohio. He was the Chairman of the Board for the Lebanon Space Camp Committee, a 501c3 and was a member of the Board for the Crusaders4Educational Enrichment, 501c3. He cares about encouraging S.T.E.M. education, fostering entrepreneurship, and facilitating philanthropy.

"As a fiduciary, I provide life, financial, and legacy planning services to help you identify, afford, and achieve your goals. I understand the value of financial planning and of having a plan that is based on your values."

Life-Legacy Services is a fee-only services firm. The client is the only one who pays us. We do not receive commissions or referral fees of any kind. We have no minimum assets under management requirement. When we recommend insurance or annuities, we use only products that do not have an imbedded or hidden commission. Please Contact us for details or schedule a conversation.

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