Your Financial Future
Stephen C. Lawler, CERTIFIED FINANCIAL PLANNER™, and the Lawler Financial team of professionals can work for you to address your unique comprehensive financial life. Lawler Financial Advisory Corporation is a Registered Investment Advisor (RIA) fiduciary industry leader with expertise in wealth management and innovative comprehensive independent financial planning in our client's best interests.
Our priority is a solid foundation for clients and their overall financial success. We want to learn more about one’s personal situation, identify dreams and goals, and develop strategies to pursue them. Long-term client relationships that encourage and promote communication have been the cornerstone of our foundation of success for over 30 years.
Lawler Financial provides investment consulting services and a customized wealth management process including efficient solutions for individuals, households, families, trusts, estates, charitable organizations, and business entities. Our suite of services includes retirement planning, investments, insurance, tax planning, risk management, estate planning, cash flow analysis, education funding, and employee benefits.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
You’ve made investments your whole life. Work with us to help make the most of them.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When to start? Should I continue to work? How can I maximize my benefit?
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The market is as unpredictable as the weather. We’d love to help you prepare.
Investors seeking world investments can choose between global and international funds. What's the difference?
A bucket plan can help you be better prepared for a comfortable retirement.
Making the most of surprises is a great reason to work with us.
When do you need a will? The answer is easy: Right Now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?