Welcome to Georgetown Capital
Georgetown Capital 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 [email protected] or call us at 800-648-8091 or 716-633-9800. We look forward to hearing from you.Services We Offer Meet the Team Community Involvement
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, cracking the code on bonds.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Understanding the cycle of investing may help you avoid easy pitfalls.
A special needs trust helps care for a special needs child when you’re gone.
How will you weather the ups and downs of the business cycle?