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 →

Tax Breaks for College Costs

Three federal tax provisions can help ease the financial strain of paying for rising college costs.

Birthday Opportunities

Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.

Taxing Social Security Benefits

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

New Math for Social Security

In 2017, Americans born in 1955 become eligible to claim Social Security benefits at the earliest claiming age of 62.

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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