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What is a Legato?

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"Planning a financial life that provides an avenue for you to smoothly transition from one stage of your plan and onto the next is a lifelong process that requires discipline, patience and trusted advice. We have been here to help our clients navigate those transitions through the years."

Legato is the term used for the slur over certain notes in written music. It directs the musician to make a smooth transition from one note to the next. Life, as in music is full of transitions be it marriage, the birth of a child, a purchase of a new home, paying for your child’s college education, saving for a comfortable retirement, or taking care of loved ones upon death. It is important to thoughtfully plan for these important transitions so that you and your family have a financial roadmap as these important events occur. Through careful financial planning, you will be better prepared to face these challenges with confidence. Let Legato Financial help you compose a plan to help you to smoothly transition through the inevitable financial challenges that life brings.

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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. marketed as Legato Financial is not a registered broker/dealer and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legato is separately owned and operated and not independently registered as a broker-dealer or investment advisor. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region.  Ramsey Solutions is not a current client of Raymond James, and therefore this is an endorsement under the Advisers Act. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.

© 2024 by Legato Financial

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