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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

Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

 

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Year-End Planning: Preserve, Grow, and Give

Ensure your wealth is preserved, grown, and passed on by using strategic, purposeful year-end planning for lasting impact.

Introducing the 530A Accounts

An article explaining 530A Accounts.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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