"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
-
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
-
Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
-
What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.