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.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Read this overview to learn how financial advisors are compensated.
This investment account question is vital and answered as early as possible.
Ascertaining the value of your business is important for a variety of reasons.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The market is as unpredictable as the weather. We'd love to help you prepare.
Savvy investors take the time to separate emotion from fact.