Your Financial Future
Stephen C. Lawler and the Lawler Financial team of professionals can work for you to address your unique comprehensive financial life. Lawler Financial is an 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.
Helpful Content
2026 Tax Law Changes
The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.