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A Private Wealth Experience
We know that wealth is about much more than money. To our clients, wealth represents peace of mind, a comfortable lifestyle, and the financial freedom to pursue their personal goals.
Burr Financial is a comprehensive financial advisory firm dedicated to helping retirees and pre-retirees protect their lifestyles and build prosperous futures. We specialize in creating prudent investment strategies and sophisticated risk management techniques that help you build and protect your wealth.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
In the face of divorce, making changes to insurance coverage may be overlooked.
Couples may be able to head off many of the problems in a marriage that money can cause.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Savvy investors take the time to separate emotion from fact.
If you died, what would happen to your email archives, social profiles and online accounts?
It’s never a bad time to speak with your financial professional about changes in your situation.
Investors seeking world investments can choose between global and international funds. What's the difference?
Understanding the cycle of investing may help you avoid easy pitfalls.