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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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Looking ahead can help you conquer these unique obstacles.
Lifestyle considerations in creating your retirement portfolio.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
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
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.
When markets shift, experienced investors stick to their strategy.
An amusing and whimsical look at behavioral finance best practices for investors.
There’s an alarming difference between perception and reality for current and future retirees.
Doing your research is key before buying a vacation home.