WINTER 2009

2009 is a year that will be remembered for a long time to come, as a time of stress but also as the starting point for what must be a brighter future for us all 

In case you missed it, our local newspapers were kind enough to tell a bit of my story this year.  In January, Brevard Business News published a profile on me ("Milo Zonka flying high piloting Zonka & Associates").  Not to be outdone, Florida Today took a crack at it in August ("Palm Bay's Zonka does his homework").

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.

As we look forward to new opportunities in 2010 and beyond, I'm grateful to my clients, family and friends for another year together.

Speaking of 2010, an important financial planning opportunity is coming January 1.  While many people have considered the value of a Roth IRA, not everyone has been eligible to contribute or convert a portion of their Traditional IRA to a Roth IRA.

Starting in 2010, all individuals will be eligible to convert all or a portion of their IRA or employer-sponsored plan into a Roth IRA. Roth IRAs offer the potential benefit of tax-deferred growth and tax-free distributions when certain requirements are met. This legislative change could represent an excellent financial opportunity for many people.  More to follow on this opportunity, or call/email me and I'll answer whatever questions you have.

To 2010!
            - Milo Zonka

As of July 7, 2009, our offices relocated to Viera.
New street address: 7331 Office Park Place, Suite 3, Viera, FL  32940
Phone, fax and email are unchanged.
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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.

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.