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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

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

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

Red Flags for Tax Auditors

Red Flags for Tax Auditors

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

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

 

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Estimate Your RMD

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

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Comparing Investments

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

Assess Your Life Insurance Needs

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

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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