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Welcome to Georgetown Lawley - Financial Advisors - Buffalo, NY

Georgetown Lawley Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial performances. Our customized programs are designed to help grow and conserve our clients' wealth as we strive to deliver an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at info@georgetownlawley.com or call us at (800) 648-8091 or (716) 633-9800. We look forward to hearing from you.

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"Just In Case" Financial Blueprint

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Help Us Help You with Social Security Plan

The Georgetown Lawley team has prepared a downloadable form regarding social security. Click the learn more button to find out how to access, fill out, and send in your social security form so we can help you get started today!

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Helpful Content

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

AI Tools Changing Retiree Entrepreneurship

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

8 Financial Milestone Birthdays

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

 

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

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Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Comparing Investments

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

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

College Savings

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

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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