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
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.