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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
There are ways to improve your physical fitness without denting your fiscal fitness.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Knowing the rules may help you decide when to start benefits.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Despite recent tax-law changes, a stunning 5.4 million Americans are expected to pay the AMT in 2018.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
With alternative investments, it’s critical to sort through the complexity.
Three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.