Financial Wellness Program

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From full consultation to project based work, there are several ways we can work together and build your roadmap to success. We aim to build long-standing relationships and do what's right for your plan participatns.
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Help your employees live life to its fullest with Financial Wellness Program
Financial Wellness
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For more than two decades, our experienced partners and professionals have provided independent investment advice and financial counsel.
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- Lawley Adds Two Employees to Growing Retirement Team in Buffalo and Rochester
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Living Fuller Lives with Financial Wellness

Taking care of your employees’ mental and physical wellness has always been of utmost importance. Financial wellness is another aspect of overall health that many employers don’t focus on. The Lawley Retirement Advisors’ Financial Wellness Educational Series is an innovative way to help your employees get on the right track when it comes to their finances and future.

In our 4 Week program you will learn:

1.) Budgeting

Organizing Your Finances
Creating a Spending Plan
Building a Budget

3.) Saving For Your Future

Save for Your Children’s Future
Planning for Retirement
Importance of HSA’s
How to Manage Your Investments

2.) Debt Management

Protecting Your Credit Score
Manage Student Loan Debt
Strategies to Pay Down Debt

4.) Protecting Your Future

Why Everyone Needs an Estate Plan
Planning for Long-Term Care Needs
Life Insurance – How Much do You Need

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Securities and advisory services offered through LPL Financial , a registered investment advisor. Member FINRA/SIPC. Pension/Plan consulting services offered through Lawley Retirement Advisors, a registered investment advisor. Lawley Retirement Advisors and LPL Financial are separate entities.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

Phone: 716.849.1584 | Email: dmarkowski@lawleyretirement.com

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WEBSITES: FINRA | SIPC