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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.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Do your insurance needs stay the same when the nest empties?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Bonds may outperform stocks one year only to have stocks rebound the next.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you have causes that you want to support with donations? Here are three tips.
Why are 401(k) plans, annuities, and IRAs so popular?
Making the most of surprises is a great reason to work with us.
There are hundreds of ETFs available. Should you invest in them?
Smart investors take the time to separate emotion from fact.