"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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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
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Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Lease Payment
How much would your monthly lease payment be?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Car Affordability
How much can you afford to pay for a car?