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
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Business Cycle
How will you weather the ups and downs of the business cycle?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
When Markets React
When markets shift, experienced investors stick to their strategy.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.