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 →

Adding Real Estate to Your Portfolio

An overview of the potential benefits and risks of REITs, and how real estate investments might help provide portfolio balance.

Who Controls the Cash?

Results of a recent survey on couples and money management, plus suggestions for forging a stronger financial partnership.

Timing Social Security and IRA Distributions

Understand Social Security claiming strategies, longevity issues, and tax considerations to help maximize benefits.

Smaller Hikes for Medicare Advantage Premiums

The government planned to reduce Medicare Advantage plan funding for 2015, but pressure from Congress led to a reversal.

More Newsletters →