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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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
There are ways to improve your physical fitness without denting your fiscal fitness.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
It’s never a bad time to speak with your financial advisor about changes in your situation.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are three things to consider before dipping into retirement savings to pay for college.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.