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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.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a few things to consider when buying or leasing your next vehicle.
When should you take your Social Security benefit?
Learn about what risk tolerance really means in this helpful and insightful video.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, cracking the code on bonds.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.