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 Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Retirement Seen Through Your Eyes
What's your vision of retirement?
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Surprises
Making the most of surprises is a great reason to work with us.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.