Broker Check
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.

A Meal for All Generations

A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
Learn More

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Learn More

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.
Learn More

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn More

Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Learn More

Good Health is Good Business

Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Learn More

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.

Learn more

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.

Learn more

Investment

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

Learn more

Estate

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

Learn more

Tax

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

Learn more

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.

Learn more

What Inspires Us

Have a Question?

Let B & R Financial prepare a strategy for you.

Contact Us