An Independent Financial Planning Firm
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Concourse Financial Group Securities, Inc. (CFGS) 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 Concourse Financial Group Securities, INC (CFGS), Inc. a Registered Investment Advisor with the SEC. Licenses are held in CA, CO, FL, GA, IL, IN, KY, LA, MD, MI, MS, NC, OH, PA, SC, TX, VA, WA and WI. 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.
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. Products and services offered are not FDIC insured, are not deposits of or guaranteed by the Credit Union, are subject to investment risks including the loss of principal and may decrease in value.
Eisenzimmer Financial Services, Inc., the Greater Cincinnati Credit Union and Concourse Financial Group Securities, Inc. (CFGS)., are independent, non-affiliated entities.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A letter of instruction provides additional and more personal information regarding your estate.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Information vs. instinct. Are your choices based on evidence of emotion?
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Make your retirement as exciting as your next vacation.
There are 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.