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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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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

8 Financial Milestone Birthdays

8 Financial Milestone Birthdays

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

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Deciding When to Take Social Security

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

 

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

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College Savings

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

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Estimate Your RMD

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

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

How Much Home Can I Afford?

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

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Real Cost of a Vacation Home

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Timing Your Retirement

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

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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