Retirement Income & Tax Planning Specialist
Helping individuals and families navigate retirement through income planning, Social Security coordination, tax mitigation strategies, estate planning, and asset protection.
Gerard Ladalardo
Gerard Ladalardo is a proud veteran of the United States Marine Corps and a licensed financial professional with more than 16 years of experience helping individuals and families prepare for retirement. Based in Las Vegas with his wife Kayoko and their dog, Sarge. Gerard is the founder of Legacy Financial LLC and works alongside Advisor Share and a Virtual Family Office team-based model.
Gerard specializes in retirement income planning, Social Security coordination, tax mitigation strategies, long-term care planning, estate planning, and asset protection. He believes successful retirement planning is about more than investments — it’s about creating a coordinated strategy designed to provide income, reduce risk, and help clients feel more confident about their future.
Known for his integrity and client-first approach, Gerard is passionate about helping people simplify the complexities of retirement and build a more secure, stress-free financial future.
Schedule a time to meet with GerardMany people are surprised by how much risk they're really taking.
Most retirees we meet are carrying significantly more risk than they intended — often without realizing it until a downturn hits.
A retirement risk review can help provide greater clarity, confidence, and understanding of how your investments align with your overall retirement strategy.
- Independent, fiduciary review
- No cost, no obligation
- Clear next steps in plain English