Zurbriggen Financial

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Facing lifes transitions of retirement, life without a spouse, or receiving sudden wealth through inheritance can be a challenge and overwhelming. Our mission at Zurbriggen Financial is to help our clients make the most out of lifes transitions. We are committed to make a difference in their lives, to create 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 answers to the real concerns and challenges you have.

We help create a vision of your future by helping you realize your lifetime values. We make complex issues simple to understand - we will 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 - having one person to help you obtain all of those 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 experts. 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

As you face the challenges of lifes transitions of retirement, life without a spouse or sudden wealth, its a good time to look at your investments and the events that could impact your future. Call or e-mail Rick Zurbriggen today for a complementary consultation. Dont be left uninformed!

Zurbriggen Financial, Private Wealth Management
Helping Build a Bridge to Financial Freedom

695 Tarpon Bay Road, Suite 4, Sanibel, FL 33957, 239-395-3520, toll free 877-974-7569
rick@zurbriggenfinancial.net

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