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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Simple steps may help you foil hackers and protect your privacy.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?
Learn how to harness the power of compound interest for your investments.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.