About
Laster Financial
About
Laster
Financial
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 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.
Meet Our
LEADERSHIP
Our Leadership. Professional. Friendly. Expert.
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 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.
Meet Our
LEADERSHIP
Our Leadership. Professional. Friendly. Expert.
James Laster
President and Chief Executive Officer
James Laster
President and Chief Executive Officer
Meet Our
BENEFIT PLANNING COORDINATORS
Nefty
Charles
Allen
Nina
Asa
Sanja
Ria
Juan
Lisa
Olivia
Katrina
Marion
Kevin
Ashley
William
Gibson
Nate
Meet Our
BENEFIT
PLANNING
COORDINATOR
Nefty
Charles
Allen
Nina
Asa
Sanja
Ria
Juan
Lisa
Olivia
Katrina
Marion
Kevin
Ashley
William
Gibson
Nate
Want to get started with our process?
Have questions?
Want to get started with our process?
Have questions?
© Copyright2022 I Laster Financial Consultants I 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.
© Copyright2022 I Laster Financial Consultants I 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.