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Wealth management designed for your life

Wealth management designed for your life

At B & R Financial, we'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Financial Learning Center

B & R Financial believes that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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Gun Ownership and Your Homeowners Policy

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.
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Can I Refinance My Mortgage?

Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Explore Resources by Topic

We offer a full range of investment and financial services and have access to a wide array of solutions.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Tax

Managing your money involves more than simply making and following a budget.

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Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

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What Inspires Us

Have a Question?

Let B & R Financial prepare a strategy for you.

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