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 success. 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.
Financial Services We Offer Meet Our Financial Services Team Community Involvement The "Savvy" Social Security Form
Recognitions and Awards
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Tour Our Office
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Joe Curatolo’s Publications
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"Just In Case" Financial Blueprint
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Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
You Can DIY Guaranteed Income with These 3 Tips
You’ve probably heard of DIY or do-it-yourself. From home improvement to knitting to repairing your own electronics, the DIY mentality can be applied to almost any endeavor. But did you know it’s possible to DIY guaranteed income for your retirement? With an income annuity, you can.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
Hindsight 2020: Use These Tips to Recover From Job Loss
Now, in the wake of 2020, millions of job-seekers are working to pick up where they left off, getting back to work and back to normal. Here are some tips for recovering from job loss today:
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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When Markets React
When markets shift, experienced investors stick to their strategy.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.