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!

  • 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.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

More Newsletters →

March 09, 2010 @ 03:22 PM

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