Your Retirement Should BeAs Unique As You Are.

We’re here to help you feel confident in your financial future.

Retirement Designed for You

At Legato Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals will help you design a well-thought-out strategy, using our proprietary process, the LFG Retirement Blueprint.

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    Income Planning

    Social Security, Income and expense analysis

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    Investment Management

    Risk tolerance, Volatility control, Longevity protection

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    Tax Optimization

    Assess taxable nature of your current holdings

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    Health Care Planning

    Medicare planning, Long-term care strategies, Personal & group options

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    Legacy Planning

    Estate planning, Charitable giving

Explore the Medicare options that make sense for you

No obligations. Just Solutions.

As an independent financial services firm, we work closely with several of the top insurance carriers to create customized solutions that fit your needs — not our bottom line.

Whether you’re a new Medicare beneficiary or a longtime Medicare Supplement owner, we’re here to help you explore your plan options. As part of designing a retirement for you, we offer no-obligation supplemental insurance quotes; that means no hassle and no pressure to apply.

Ready to take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend an event.

Or give us a call at 877.573.2043.