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, in Louisville, Elizabethtown, Shelbyville, and St. Matthews.
Social Security, Income and expense analysis
Risk tolerance, Volatility control, Longevity protection
Tax Minimization Strategies
Assess taxable nature of your current holdings
Health Care Planning
Medicare planning, Long-term care strategies, Personal & group options
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 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.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to grow your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions.
Insurance products are offered through the insurance business Legato Financial Group, Inc. Legato Financial Group, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. The AEWM does not offer insurance products. The insurance products offered by Legato Financial Group, Inc are not subject to Investment Advisor requirements. AEWM and Legato Financial Group, Inc are not affiliated companies.
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.