Jeff Ostheim, President

A professional firm specializing in Financial Services, Retirement and Estate Planning.

Welcome to the Ostheim Financial Group web site!  We are a full service company specializing in retirement and estate planning.  Our main goal is to educate and assist individuals in reducing taxes while lowering overall risk and preserving assets.

Jeff Ostheim, president of Ostheim FINANCIAL GROUP, INC., and a Registered Representative of INVEST Financial, has been working in the financial services industry for over 20 years .  Jeff is dedicated to helping individuals develop sound and comprehensive investment strategy that fits various needs and objectives.

Feel free to browse our site.  Knowledge is Power!  You will find a variety of articles, research and reports that may help answer a question you have or stimulate another question.  If you can not find the answer to your question, or would just like further information, click contact or call us at our toll free number.  ( 1-877-225-2995)

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Taxing Social Security Benefits

How Social Security benefits are taxed and why the current system may lead to higher tax liabilities.

Is It Wise to Trade Your Pension for a Lump Sum?

The pros and cons of keeping a pension versus accepting a lump-sum payout.

Medicare Means Testing

Medicare program structure, premiums, and why it’s important to factor health-care costs into retirement planning.

Following the Federal Reserve

The regulatory and supervisory responsibilities of the Federal Reserve, including emergency lending, stress tests, and capital controls.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck