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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Car Affordability

How much can you afford to pay for a car?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

More Newsletters →

Market Watch

May 26, 2012 @ 05:03 AM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
S&P Mid-Cap 400 934.56- 1.52

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