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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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Life insurance proceeds are generally tax-free. But not in all cases.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When markets shift, experienced investors stick to their strategy.
How do the markets usually react to elections? Was the 2016 election any different?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn how to harness the power of compound interest for your investments.
For women, retirement strategy is a long race. It’s helpful to know the route.