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.
Social Security, Income and expense analysis
Risk tolerance, Volatility control, Longevity protection
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 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.