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
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Smart Habits to Protect Generational Wealth
Learn how to preserve and encourage family wealth with these simple, effective financial habits.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Building Your Legacy
A four-step framework for building a personal legacy.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Surprises
Making the most of surprises is a great reason to work with us.
When Markets React
When markets shift, experienced investors stick to their strategy.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.