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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 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.

Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Estate Management 101

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.

 

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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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.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Social Security: By the Numbers

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

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