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 firstname.lastname@example.org 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
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Investors who put off important investment decisions may face potential consequence to their future financial security.
What’s the deal with your yearly free credit report?
Here are five facts about Social Security that are important to keep in mind.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Important items to consider when purchasing condo insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
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?
Why are 401(k) plans, annuities, and IRAs so popular?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Are Real Estate Investment Trusts right for your portfolio?