Financial planning
for a life’s work.
Fiduciary Financial Advisors
Retirement plans built
to carry a life, not just
manage its parts.
Most plans are built in pieces. Legato brings everything together—one team, one plan, more to look forward to.
The testimonials presented on this website are from current or former clients of Legato Financial Group. No compensation or other benefit was provided in exchange for these testimonials. The experiences and opinions expressed are those of the individual clients and may not be representative of the experience of other clients. Testimonials are not a guarantee of future performance or success, and individual results may vary.
“It’s taxes, income,
healthcare, legacy
planning, and making
sure every decision
works together.”
Frequently Asked Questions
We work across every area of financial planning—retirement, income, investments, taxes, Medicare, and estate planning. Rather than handling each in isolation, we coordinate all of it under one roof so every decision is made with your full picture in mind.
There is no charge for your first visit or for building out your high-level plan. We only receive compensation if we decide to work together. Our fee structure is based on the size of your investments and the specific areas we address in your plan. We believe in full transparency and will clearly outline all fees during our first visit, so you can make an informed decision moving forward.
We have offices in Elizabethtown and Louisville, Kentucky, and Orland Park, Illinois—and are working to expand to new locations across the country soon. If you’re not located near one of our offices, our team may be able to work with you remotely.
Book a visit with our team to discuss next steps.
Most firms specialize in one area and refer out the rest. We bring every discipline under one roof and take responsibility for how it all connects—so you have one team, one plan, and nothing falling through the cracks.