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 Advisory Corporation 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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
What can be learned from the savings rate?
A good professional provides important guidance and insight through the years.
Do you understand these common mobile slang terms?
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Preparing for the unexpected can make all the difference if your family relies on your income.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
It’s never a bad time to speak with your financial professional about changes in your situation.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.