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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
What's My 2022 Tax Bracket?
Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Is your estate in order? This short quiz may help you assess your overall strategy.
Here are some simple and inexpensive energy-saving tips that may help you save money.
The earlier you start pursuing financial goals, the better your outcome may be.
Looking ahead can help you conquer these unique obstacles.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Taking your Social Security benefits at the right time may help maximize your benefit.
Check out this video to begin separating fact from fiction.
It’s never a bad time to speak with your financial professional about changes in your situation.