Ostheim Financial Group, INC.

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.

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Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

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