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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.

An Inside Look at Retirement Living

An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Capital Gains Tax Estimator

Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Is Term Life Insurance for You?

Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
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Forecast

Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
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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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