Read Our Whitepaper!Download Whitepaper
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.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Learn how to address the challenges that women face when planning for retirement.
Being healthy not only makes you feel good, it may also help you financially.
An increasing number have been developed to help individuals with their personal finances.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This checklist can give you a quick snapshot of how prepared you are.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn about the importance of having an estate strategy in this helpful and informative video.
Do you know how to set up your financial goals for success? This knight does.
When markets shift, experienced investors stick to their strategy.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.