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.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

More Newsletters →

September 04, 2010 @ 08:50 AM

Dow Jones Industrials 10,447.93+ 127.83
Nasdaq Composite 2,233.75+ 33.74
S&P 500 1,104.51+ 14.41
S&P Mid-Cap 400 766.52+ 10.72
Russell 2000 643.36+ 11.10

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