Broker Check

Zurbriggen Financial

239-395-3520

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

Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Prescription Drug Benefits Under Medicare (Part D)

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

 

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Impact of Taxes and Inflation

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

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

View all presentations arrow

Social Security: By the Numbers

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

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

When Do You Need a Will?

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

View all videos arrow