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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.

Working With A Financial Professional

Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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What Smart Investors Know

What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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Acres of Diamonds

Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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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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