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
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Debt Stress
There’s a link between debt and stress.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.