Broker Check

4520 Cooper Road
Suite 201
Cincinnati, OH 45242

Eisenzimmer Financial Services, Inc.

(513) 984-9111

 
Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement

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.

Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

 

Countdown to College

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Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

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Red Flags for Tax Auditors

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Potential Income from an IRA

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An Inside Look at Retirement Living

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Protecting Those Who Matter Most

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Investment Strategies for Retirement

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

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5 Smart Investing Principles

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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