Congratulations on registering for a consultation with Legato Financial Group!
We look forward to meeting you and evaluating how we can better design your retirement.
This consultation is most productive when all the components of your specific financial picture are available.
We recommend bringing documents such as:
• Insurance policies (life, health, disability)
• Most recent brokerage statements
• 401(k) statements
• Monthly budget
• Most recent Social Security statement
If you need immediate assistance or have questions in the meantime, feel free to give us a call at 877.573.2043 or send us an email at firstname.lastname@example.org.