About Laster Financial

Our Process
Meet our Master Financial Planner
WHO ARE WE?

At Laster Financial, we take a comprehensive, financial planning-led approach to financial management. We put together all the pieces to create a plan that is custom-built for you, addressing all aspects of your financial life, from income taxes and risk management to retirement, education, and asset protection.

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 your 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.

Through competitive research and comprehensive knowledge, we have aligned ourselves with strategic partners such as S.O.F.A. (Society Of Financial Awareness). Our educational seminars and workshops cover a wide variety of informative, inspiring, and enjoyable topics for one and all.

It’s easy as one, two, three

OUR THREE STEP PROCESS

Our three-step process consists of completing your Financial GPS, Case 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.
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1 DISCOVER

Schedule a 15 minute meeting virtually or over the phone to complete your Financial GPS. We use a proprietary software to provide you a birds eye view which options will guide you to what you want regarding your financial goals and retirement.

2 PLAN

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 CASE 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.
Meet Our LEADERSHIP

Our Leadership. Professional. Friendly. Expert.

James Laster
President and Chief Executive Officer

More About James

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