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
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.