Comprehensive Wealth Management
Facing life’s transitions of retirement, life without a spouse, or receiving sudden wealth through inheritance can be challenging and overwhelming. Our mission at Zurbriggen Financial is to help our clients make the most out of life’s transitions. We are committed to making a difference in their lives by creating a bridge to financial freedom and security, freeing up their time to enjoy their lives. We have created a unique process, The Asset Longevity Series™, which provides strategies for the real concerns and challenges you have.
As you face the challenges of life’s transitions of retirement, life without a spouse or sudden wealth, it’s a good time to look at your investments and the events that could impact your future. Call toll-free 1-877-974-7569 or e-mail Rick Zurbriggen today for a complementary consultation. Don’t be left uninformed!
- We help create a vision of your future by helping you realize your lifetime values - We make complex issues simple to understand. We speak to you in a language you can understand.
- We provide clarity and confidence in your investment decisions - Through our 90-day action plans and 3 meeting process, you will become more and more comfortable and knowledgeable about what we are doing for you and why we are doing it.
- We provide you with complete wealth management - One person to help you obtain all of the things that are important to you personally, to manage your investments prudently and realistically, to help protect your wealth from the unexpected and from the IRS, and to coordinate all of your plans with our carefully selected team of local specialists. This team approach can be a comforting experience that can bring with it great peace of mind.
- We free up your time so you can enjoy your active life!
Do you know if you have enough money to retire? Do you have enough retirement assets to last your lifetime? Do you already have an income distribution plan? Please click below to learn more about the strategies we offer.
Complimentary 2nd Opinion
You owe it to yourself to obtain a second opinion on your most important financial decisions from an independent financial advisor. Please click below to learn more about our Complimentary 2nd Opinion we offer.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Around the country, attitudes about retirement are shifting.
A look inside the U.S. government's statistics on household net worth.
Understanding how a stock works is key to understanding your investments.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
What does the Tax Reform and Jobs Act mean for you?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
$1 million in a diversified portfolio could help finance part of your retirement.
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Women must be ready to spend, on average, more years in retirement than men.