About Laster Financial
Your dreams and objectives aren’t like anyone else’s. We understand that you are an individual with your own goals and priorities, and that understanding informs everything we do on your behalf. Our services are comprehensive and tailored to your life and goals. Whether you are planning for the arrival of your first child or your last day of work, we can lay out a path that leads to success.
It’s easy as one, two, three
OUR THREE STEP PROCESS
Our three-step process consists of activating your Financial GPS, Design, and Implementation will help us create a tailored financial strategy for you. However, it doesn’t stop there, systematic reviews sends us back to the beginning to then discover what may have changed, adjust the design, and re-implement updated strategies.
1 ACTIVATE
Schedule a 15 minute meeting virtually or over the phone to activate your Financial GPS. We use a proprietary software to provide you a bird’s eye view of which options will guide you to what you want regarding your financial goals and retirement.
2 DESIGN
You will receive a custom strategy to help you reach your unique financial goals.
3 IMPLEMENT
Once we’ve agreed on the best strategies for your needs, we put the plans into action in a compliantly secure manner using your “client short sheet” and the best financial instruments at our disposal.
1 FINANCIAL GPS
Schedule a meeting in person or over the phone to discuss what you want regarding your financial goals and retirement
2 DESIGN
You will receive a custom strategy to help you reach your unique financial goals.
3 IMPLEMENTATION
Once we’ve agreed on the best strategies for your needs, we put the plans into action using the best financial instruments at our disposal.
OUR FINANCIAL SERVICES
We’re Here To Make You Feel At Home
At Laster Financial, we understand that you have worked hard for what you have; let us help you protect it. We take a wide-angle approach to assessing your financial status, considering every aspect. No financial plan is cut and dry – and a complete financial analysis is critical in order to meet your financial goals.