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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
9 Facts About Social Security
There are things about Social Security that might surprise you.
It's important to understand how inflation is reported and how it can affect investments.
Second marriages are a trigger event to revisit any existing estate strategies.
Currency has been around for a long time. Here’s a quick history lesson.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.