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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.

What's New for Social Security?

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.
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Investing with Your Heart

Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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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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Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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Preparing for the Expected

Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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Retiring Wild: National Parks and You

Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
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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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