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.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The market is as unpredictable as the weather. We'd love to help you prepare.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Do you understand these common mobile slang terms?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A timeline covering a few of the major provisions of the SECURE Act 2.0.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
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.
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.
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
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
There are three things to consider before dipping into retirement savings to pay for college.
When you retire, how will you treat your next chapter?
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Learn about the difference between bulls and bears—markets, that is!
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.