RP Zeigler Investment Services

Hey! Yep, my name is Rockie Zeigler III. Since you're probably wondering, no, Rockie isn't my real name. It's Roscoe (everyone asks that the first time we meet). I'm a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria in the summer of 2000 and I've been here ever since. I graduated from Bradley University in 2003 and I also completed studies at the College For Financial Planning.

This cost structure is a good fit for folks who have investments that are able to be moved to RP Zeigler Investment Services, Inc. from another investment firm, who have cash at their bank not earning much interest, or have an old 401(k) they're able to rollover from a previous job. All costs include investment management and all the financial planning topics mentioned above (if requested by contract).

Sarah's household has a healthy, six-figure income. She is married and has two wonderful kids. She has a nice income, but she is overwhelmed by her busy life and by trying to manage her investments, saving for retirement, saving for her kid's college, minimizing her tax burden, and managing her debt.

As someone who gets paid to give investment advice, (among other things) I feel it's of the upmost importance to be highly educated on current investment offerings. Wouldn't you agree? With that said, the research for this book began in 2017.

I've spent countless hours of research, over a 2-year time-frame, learning the intricate details of actively managed mutual funds, passively managed mutual funds, actively managed Exchanged Traded Funds (ETFs), passively managed ETFs, single factor smart beta ETFs, and multi-factor smart beta ETFs.Intricate details such as performance, tax efficiency, management fees, trading costs, and liquidity.