Understanding Today’s Financial Environment
Welcome, I’m John Lawler, a financial professional in West Union, Ohio. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (937) 544-8907.
Helpful Content
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.