Though It May Be Hard, Proper Planning Makes Execution Easier
This holistic process will help you understand where you are and get you where you like to be; your individual scenario, goals, and needs.
Though It May Be Hard, Proper Planning Makes Execution Easier
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.
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
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.
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.
Attend a
Webinar
We regularly conduct workshops/webinars to educate people and
prepare them to meet their financial goals with the most cost-
effective solutions. Our workshops are designed to provide
individuals with essential tools and techniques of wealth strategies
and planning for the future.
Attend
A Webinar
We regularly conduct workshops/webinars to educate people and
prepare them to meet their financial goals with the most cost-
effective solutions. Our workshops are designed to provide
individuals with essential tools and techniques of wealth strategies
and planning for the future.
What’re you waiting for?
What’re you waiting for?
© Copyright 2022 | Laster Financial Consultants | All Rights Reserved
The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the
solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.
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© Copyright 2022 | Laster Financial Consultants | All Rights Reserved
The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the
solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.