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
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Saving for College 101
Here's a crash course on saving for college.