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In order to make the best recommendations,
we need to understand each client’s unique priorities and financial circumstances. Our discovery process assures that we make no incorrect assumptions nor miss any opportunities. We prefer that this discovery be done face-to-face along with your key financial advisors, and our professional partners, too. |
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In order to make the best recommendations, a thorough analysis is performed by our national team of highly experienced professionals;
a Legato advantage. To you and your advisors, a full proposal detailing a variety of alternatives and recommendations will be presented. This personalized approach creates an open dialogue to identify and address all questions and concerns. We want to ensure that our analysis fits well into your overall financial strategy. . |
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Once you make your decisions, the implementation will take place in a timely and transparent fashion.
Legato and our professional partners will remain a key resource in your life as your circumstances evolve. |