SPRING 2010

Space Coast Business listed Milo Zonka among the "100 Most Powerful People on the Space Coast"
in its April 2010 cover story.

Our local newspapers profiled Zonka & Associates and Milo Zonka in 2009.  In January, Brevard Business News published "Milo Zonka flying high piloting Zonka & Associates".  In August, Florida Today did a lengthy piece titled "Palm Bay's Zonka does his homework".
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LPL Financial's 2008 Corporate Report is available online.  Go to About LPL Financial to review.
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Regular market updates and commentary are available on the News & Research page. 
Please call or email to have these sent to you regularly.
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LPL Financial received some well-deserved attention in the November issue of Financial Planning magazine ("We've Arrived"), further highlighting the many resources that are available to my clients through our relationship with LPL Financial.
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Welcome to our Web site, where you will find a wealth of information, including the services we offer, along with newsletter articles, calculators, and research reports.

Zonka & Associates is an independent, locally-owned financial services and investment management firm.  Our philosophy focuses on diligence, customer service and respect for the individual nature and need of each client.

Through our relationship with LPL Financial, the nation's largest independent broker/dealer (based on total revenues, as published by Financial Planning magazine, June 1996-2009), the Financial Consultants of Zonka & Associates offer access to comprehensive financial planning and investment advisory services to individuals and corporations, with an emphasis on retirement and estate planning, investment management and corporate retirement plan design and service.  To provide maximum flexibility to our clients, services are offered on a fee basis, commissioned or hourly consulting arrangement.

We build relationships based on trust, competent professional guidance, continual communication and prompt service.  We assist our clients in setting goals, monitoring our progress and keeping them informed of the process and achievement of those goals.

Please explore our website to learn in more detail about our unique and personalized management capabilities.
Calculators

Cost of Retirement

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Lifetime Earnings

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

More Calculators →

Newsletters

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

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.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

More Newsletters →