Broker Check
Social Security: By the Numbers The Cycle of Investing Your Personal Recovery Exit Strategies of the Rich and Famous
Agent Photo

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!


    Income Strategies

     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.

    Learn More about our Income Strategies...

     


     

    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.

    Learn More about our Complimentary 2nd Opinion...

Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

The Rule of 72

The Rule of 72

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.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

 

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

The History of Retirement

Do you know where the idea of “retirement” comes from?

Building Your Legacy

A four-step framework for building a personal legacy.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

View all videos arrow