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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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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

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

 

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

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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.

Inflation & Retirement

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

Simple 401k

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

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Assess Your Life Insurance Needs

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

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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