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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.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
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Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
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How Income Taxes Work

How Income Taxes Work
A quick look at how federal income taxes work.
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Lifetime of Earnings

Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Avoiding Cognitive Decline

Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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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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