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
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Prepare for Unexpected Expenses in Retirement
Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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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.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.