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.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
How long does a $20 bill last?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Have you explored all your options when it comes to managing your taxable income?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women must be ready to spend, on average, more years in retirement than men.
Why are 401(k) plans, annuities, and IRAs so popular?
When do you need a will? The answer is easy: Right Now.