An Independent Financial Planning Firm
Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, 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 CA, CO, FL, GA, IL, IN, KY, LA, MD, MI, MS, NC, OH, PA, TN, TX, and WA. 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 vallue.
Eisenzimmer Financial Services, Inc., the Greater Cincinnati Credit Union and ProEquities, Inc., are independent, non-affiliated entities.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
You’ve made investments your whole life. Work with us to help make the most of them.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This worksheet can help you estimate the costs of a four-year college program.
How Medicare can address health care needs in your retirement strategy.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Earnings season can move markets. What is it and why is it important?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Five overlooked tax deductions to help manage your tax bill.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Using smart management to get more of what you want and free up assets to invest.
Do you have causes that you want to support with donations?
The decision whether to buy or rent a home may have long-term implications.
The market is as unpredictable as the weather. We’d love to help you prepare.
Here are five facts about Social Security that might surprise you.
How do the markets usually react to elections? Was the 2016 election any different?
Making the most of surprises is a great reason to work with us.