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
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.