Zerkle Financial Services, LLC

"...Plans to Give You Hope and a Future!"

 




 Welcome to our Website!

It is never too late to plan for your future....  But many people put it off because it seems such a daunting task. There are too many choices and most think "who can I trust to guide me?"  Out of fear and confusion, many retreat from their responsibility and fail to act or plan at all.

When planning is done right, it can be exciting and empowering. With the help of a skilled financial advisor who is interested in your specific needs and knowledgeable about all of the choices, you can direct your own destiny.

It is also never too early (or late) to start protecting your current assets. We're not just talking about dollars and cents.... We're talking about helping to safekeep not only your home and possessions but also the people in your life with whom you wish to share your future and your legacy.

W. Scott Zerkle is a professional financial advisor who specializes in assisting people just like you in designing their preferred lifestyle.  Zerkle Financial Services is dedicated to helping you create "... Plans to Give You Hope and a Future!"

Take a tour of our site and look at the products and services our firm provides, and call us or e-mail us to set up a free, no-obligation consultation today!
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lease Payment

How much would your monthly lease payment be?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

More Newsletters →

Market Watch

January 28, 2012 @ 09:30 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
S&P Mid-Cap 400 942.11+ 4.59

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