Retirement Designed For You

You’ve dedicated years to building your wealth. We’re dedicated to preserving it for what’s next.

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We believe that everyone deserves to enjoy the retirement they’ve envisioned. Our team of dedicated professionals will work with you to create a tailored, comprehensive plan using our exclusive process—the LFG Retirement Blueprint—designed to help you achieve lasting financial confidence.

Client-Focused Financial Guidance

We recognize that preparing for the future can be daunting. Our goal is to simplify the financial planning process, providing you with the clarity and confidence you need. Whether you’re looking to grow your wealth, safeguard your loved ones, or manage your assets, we are here to create a customized roadmap tailored to your unique circumstances. Let’s work together to achieve your financial aspirations.

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The Toolkit You Need For Retirement

Planning for retirement is a big step, and having the right tools makes all the difference. Our complimentary toolkit is designed to guide you every step of the way, giving you the confidence to make smart decisions. Take an in-depth look at potential:

✓ Ways to transform your worries of retirement into confidence

✓ Ways to discover the weak points in your retirement plan

✓ Ways even small tweaks to your retirement plan can make a difference

Join Us for a

Complimentary Workshop

We believe that trust is the cornerstone of a successful advisory relationship. Our passion lies in educating our clients so they fully understand their financial choices. Join us at one of our events to gain valuable insights and meet our dedicated team.

Ready to Start

your journey?

Schedule your free, no-obligation consultation today to talk with us about your retirement vision.

Contact Us

Phone: (877) 573-2043

Email: info@legatofinancial.com

Our Locations

Elizabethtown Office

2905 Ring Road

Elizabethtown, KY 42701

Louisville Office

10200 Forest Green Blvd, Suite 600

Louisville, KY 40223

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Ready to Start

your journey?

Schedule your free, no-obligation consultation today to talk with us about your retirement vision.

Elizabethtown Office

2905 Ring Road

Elizabethtown, KY 42701

Louisville office

10200 Forest Green Blvd, Suite 600

Louisville, KY 40223

Contact Info

   Phone: (877) 573-2043

Email: info@legatofinancial.com