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 →

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.

Keeping Up with Quarterly Taxes

Making accurate quarterly payments on schedule can help taxpayers avoid interest penalties for underpayment to the IRS.

Balancing Medicare and Work-Based Insurance

Rules and other considerations workers who are eligible for both Medicare and employer-based health insurance face.

Demographic Dilemma

Some economists believe shifting demographics may be the primary reason GDP growth has been weak versus past recoveries.

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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