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.
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Helpful Content
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?
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Surprises
Making the most of surprises is a great reason to work with us.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.