FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React

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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. 



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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

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You May Need to Make Estimated Tax Payments If…

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Learn a little about worldwide currency in this fun infographic

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Estimate how much of your Social Security benefit may be considered taxable.

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How federal estate taxes work, plus estate management documents and tactics.

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A presentation about managing money: using it, saving it, and even getting credit.

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There are some smart strategies that may help you pursue your investment objectives

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Investment tools and strategies that can enable you to pursue your retirement goals.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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How will you weather the ups and downs of the business cycle?

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That big list of dreams and goals isn't the only way to look at your bucket list.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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Pundits say a lot of things about the markets. Let's see if you can keep up.

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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