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.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Simple steps may help you foil hackers and protect your privacy.
Earnings season can move markets. What is it and why is it important?
This checklist can give you a quick snapshot of how prepared you are.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
When should you take your Social Security benefit?
Here’s a crash course on saving for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There’s an alarming difference between perception and reality for current and future retirees.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?