Christian Laver & Associates

Financial planner in Columbus, OH (show on map)

5.0

★★★★★

2 reviews

Christian Laver & Associates offers fee-based financial planning services, including investment, insurance, estate, and retirement planning, serving high net worth clients in central Ohio since 1982.

Call (614) 431-4327

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About

Christian Laver & Associates is a premier fee-based financial planning firm serving high net worth business owners, professionals, executives, and retirees in central Ohio since 1982. The firm employs a disciplined, structured approach to financial planning, incorporating clients' needs, goals, and objectives into tailored financial plans.

Services include investment planning, insurance analysis, estate planning, retirement planning, education funding, and business owner planning, with a focus on personalized service and cross-disciplinary strategies.

Fee-based financial planning

Cross-disciplinary team approach

Serve First philosophy

High net worth client focus

Services

Retirement Planning

Help clients achieve the ideal retirement by establishing a strong foundation now.

Comprehensive retirement income strategy Tax-efficient withdrawal planning Longevity risk management

Investment Planning

Help clients maximize returns through a long-term, data-driven investment approach.

Customized asset allocation Risk management Tax optimization

Estate Planning

Provide sensitive and comprehensive estate planning to preserve family wealth.

Will and trust preparation Tax minimization strategies Probate avoidance

Insurance Analysis

Assess and recommend appropriate insurance solutions to protect clients.

Risk assessment Policy selection Cost optimization

Business Owner Planning

Provide specialized planning for business owners to optimize wealth and succession.

Succession planning Buy/sell agreements Tax efficiency

Education Funding

Help families plan and fund educational expenses for children.

529 plans College savings strategies Financial aid analysis

Credentials & Certifications

Certified Financial Planner (CFP)

Since 1995

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is the 'Serve First' philosophy? +

The 'Serve First' philosophy, conceived over 50 years ago, drives Christian Laver & Associates' business. It emphasizes serving clients first, last, and always, with a focus on conviction, courage, competency, and communication.

How does Christian Laver & Associates handle complex financial situations? +

The firm employs a disciplined, structured approach to financial planning, incorporating all aspects of a client's financial situation to develop a tailored plan that meets unique needs, goals, and objectives.

Who are the typical clients of Christian Laver & Associates? +

The firm primarily serves high net worth business owners, professionals, executives, and retirees who are responsible, respected leaders in their industries, professions, and communities.

What is the process for creating a financial plan? +

The process involves six steps: gathering necessary data, developing personal financial objectives, identifying current planning problems, developing recommendations, implementing the plan, and ongoing review.

How does Christian Laver & Associates ensure personalized service? +

The firm combines the resources of a large company with personal attention, offering a team of professionals in various financial planning disciplines to address clients' specific needs and goals.

What distinguishes Christian Laver & Associates from other financial advisory firms? +

The firm's unique 'Serve First' philosophy, cross-disciplinary approach, and focus on high net worth clients set it apart, ensuring comprehensive, client-centered financial planning.