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.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Apps that help small business owners better manage and grow their business.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
For many, retirement includes contributing their time and talents to an organization in need.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Understanding the economy's cycles can help put current business conditions in better perspective.
An inside look at how marginal income tax brackets work.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Smart investors take the time to separate emotion from fact.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Are you ready for retirement? Here are five words you should consider.
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.