Financial Services Professional & Financial Literacy Advocate

Bill Schretter is an NFEC Certified Financial Education Instructor.

Bill is an experienced Wealth Advisor and 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. Further, he understands that there is more to your goals and legacy than just money. He knows the first step to achieving your personal goals is financial education.

Bill is the founder and Senior Consultant of Life-Legacy Services, a concierge fee-only organization that help clients Plan Their Future, Live Their Life, and Craft Their Legacy.

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. Recently, he was the Senior Financial Planner for Key Private Bank in Southwest Ohio serving high net worth individuals, professionals, families, and business owners by providing comprehensive tax, estate, financial, and business succession planning.

He currently serves as a CFP Board Ambassador™, (one of only 47 in the world), member of the planning committee for the annual WSU LIFT2 Symposium. and a Board Member of the FPA of Southwestern Ohio. Further, he is a past president of the FPA of Southwestern Ohio, a former Director of the Dayton Society of Financial Service Professionals, and was the AARP Regional Financial Education Instructor in Southwestern Ohio providing seminars to its members.

Through these roles, he has worked with people of all levels of wealth and background; so, he understands the intricacies of true wealth management, especially the importance 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. Further, he volunteers and assists with Boy Scout and Girl Scout activities in the area, is the Trustee of the J24 Charity Trust, and is a Board Member of the Girl Scouts of Western Ohio. He has also been the Chairman of the Board for the Lebanon Space Camp Committee, a 501c3 and is the Chairman of the Board of the Never The Less, Inc public charity. He cares about encouraging financial education, S.T.E.M. education, fostering entrepreneurship, and facilitating philanthropy.