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
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Surprises
Making the most of surprises is a great reason to work with us.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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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.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.