An Independent Financial Planning Firm
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Fountain Square Asset Management, a Registered Investment Advisor. Eisenzimmer Financial Services, Inc., Fountain Square Asset Management and The Greater Cincinnati Credit Union are independent of Concourse Financial Group Securities, Inc. Securities and Insurance products offered are not bank deposits, have no bank guarantee, are not FDIC Insured, and may involve loss of principal.
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 20 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., Fountain Square Asset Management, the Greater Cincinnati Credit Union and Concourse Financial Group Securities, Inc. (CFGS)., are independent, non-affiliated entities.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
This early financial decision could prove helpful over time.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Do you have an estate strategy? You should.
A look at how variable rates of return impact investors over time.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
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.
Check out this video to begin separating fact from fiction.
It’s never a bad time to speak with your financial professional about changes in your situation.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you have causes that you want to support with donations?
Why are 401(k) plans, annuities, and IRAs so popular?