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
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
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.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.