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
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Glossary of Scam Terms
A helpful glossary of current scams.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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College Savings
See how much you may need to save now to cover future college costs for your child.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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When Markets React
When markets shift, experienced investors stick to their strategy.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.