Retirement

Designed For You.

We’ll help design your retirement so you can delight in pursuing your goals.

Get Started In 3 Easy Steps

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1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like in Louisville, Elizabethtown, Shelbyville, or St. Matthews.

2. Evaluate

Using the LFG Retirement Blueprint, we'll examine your current financial situation and determine your retirement needs.

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3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

Instant Download

Is Your Retirement Designed for You?

Download our complimentary booklet about the essential questions you need to consider when planning your retirement. Learn about the importance of various factors like spending habits, taxes and inflation.

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Need More Info?

Attend An Event

Attend one of our informational events to learn more about retirement income strategies, wealth management and more.

Next event

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April 23
Essentials of Estate Planning
6:00 pm | University of Louisville – Shelbyhurst Campus 450 N. Whittington Pkwy
Louisville, KY 40222
team

Meet The Team

We are an independent firm and offer unique products and services. We can assess your financial situation and help you decide which types of products and services fit within your financial strategy. 

Get to Know

Our Founder

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services

Our Services

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.

"Best of" is an annual survey conducted by The News-Enterprise. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner. The majority of voters may not be clients of Legato Financial Group. The designation is not representative of any one client's experience and is not indicaive of future performance.

The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence.

Watch Our Story

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

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.