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
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.