Zurbriggen Financial

Zurbriggen Financial "Helping Build a Bridge to Financial Freedom". We utilize comprehensive wealth management for retirees and successful business owners.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
10/30/2024

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
10/28/2024

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.
10/25/2024

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Three tips for giving smart from the heart.
10/23/2024

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Protect yourself from identity theft.
10/21/2024

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Childhood attitudes and habits can determine your child's health in his or her adult years.
10/18/2024

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

A home is the single largest financial commitment for most people. What mortgage fits you best?
10/16/2024

A home is the single largest financial commitment for most people. What mortgage fits you best?

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

Valuation is important for business succession, estate taxes and even qualifying for a loan.
10/14/2024

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
10/11/2024

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

10/09/2024

Is your retirement portfolio subject to “sequence of returns” danger?

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
10/07/2024

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

You can help ensure that losing your wallet doesn't turn into something bigger.
10/04/2024

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Address

695 Tarpon Bay Road, Unit 4
Sanibel, FL
33957

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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