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.
Helpful Content

Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Forecast
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.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
View all articles 
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
View all calculators 
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations 
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.