An Independent Financial Planning Firm
Thomas W. Eisenzimmer is a Registered Representative (and Investment Advisor Representative) of ProEquities, Inc. a Registered Broker/Dealer(Registered Investment Advisor) and Member FINRA/SIPC. ProEquities, Inc. home office is located at 2801 Highway 280 South, Birmingham, Al 35223. Please be advised that presently, Thomas Eisenzimmer holds Series 7,24 & 63 licenses and is an investment advisor representative of Proequities, Inc. a Registered Investment Advisor with the SEC. Licenses are held in Al, CA, CO, FL,IL,IN,KY,MD,MI,NY,OH,and VA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Thomas Eisenzimmer before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal. Eisenzimmer Financial Services, Inc. has held a Financial Services agreement with the Greater Cincinnati Credit Union to provide financial planning and investment advisory services for the past 18 years. Eisenzimmer Financial Services, Inc. is not affiliated with the credit union and is independent of ProEquities, Inc.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
As our nation ages, many Americans are turning their attention to caring for aging parents.
It sounds simple, but paying yourself first can really pay off.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Knowing the rules may help you decide when to start benefits.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Even low inflation rates can pose a threat to investment returns.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Learn how to harness the power of compound interest for your investments.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.