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Creative Financial
Professionals

4500 Westgrove Suite 356
Addison, TX 75001

Phone:

972-380-0063 Toll Free: 800-529-5740

Fax:

972-380-0097

E-mail:

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Flipbooks

You can review interesting Flipbooks on my site.

Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting calculators on my site.

Flipbooks 2

You can review interesting Flipbooks on my site.

Contact Us 2

Please feel free to contact us with any questions.

Calculators 2

You can review interesting calculators on my site. 

Flipbooks 3

You can review interesting Flipbooks on my site.

Contact Us 3

Please feel free to contact us with any questions.

Calculators 3

You can review interesting calculators on my site.

Neil H. Resnik, LUTCF

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Shows how transfer-on-death designations help avoid probate costs.

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Explains expanded uses making 529 plans more flexible.

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Lists important IRS cost-of-living adjustments for 2025.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Will you be able to afford nursing home care?

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