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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.

Caring for Aging Parents

Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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The Fed and How It Got That Way

The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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Trends in Charitable Giving

Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Making Your Tax Bracket Work

Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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The Other Sure Thing

The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
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Changing Unhealthy Behaviors

Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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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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