Welcome to Georgetown Capital - Financial Advisors - Buffalo, NY
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@example.com or call us at 800-648-8091 or 716-633-9800. We look forward to hearing from you.Financial Services We Offer Meet Our Financial Services Team Community Involvement
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Take the guesswork out of your IEP or SEP with this helpful article.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
What is your plan for health care during retirement?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Do you know how to set up your financial goals for success? This knight does.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A special needs trust helps care for a special needs child when you’re gone.