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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.

Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
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Are Alternative Investments Right for You?

Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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When Do You Need a Will?

When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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Federal Income Tax

Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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An Overview of Renter’s Insurance

An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
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Mastering Mobile Lingo

Mastering Mobile Lingo
Do you understand these common mobile slang terms?
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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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