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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

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

How to Keep Your Retirement Savings Working for You

Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

6 Ways to Stay Ahead of Rising Retirement Costs

From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

College Savings

See how much you may need to save now to cover future college costs for your child.

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.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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