"Traversing the economic landscape"
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 LPL Financial, has been working in the financial services industry for over 25 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)
Newsletters
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Car Affordability
How much can you afford to pay for a car?