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Creative Financial
Professionals

Creative Financial
Professionals

Creative Financial
Professionals

Creative Financial
Professionals

Creative FinancialProfessionals

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.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting Flipbooks on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Flipbooks

Please feel free to contact us with any questions.

View Flipbooks

Flipbooks

Please feel free to contact us with any questions.

View Flipbooks

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Flipbooks

Please feel free to contact us with any questions.

View Flipbooks

Flipbooks

Please feel free to contact us with any questions.

View Flipbooks

Neil H. Resnik, LUTCF

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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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.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Estate Taxes

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

Car Affordability

How much can you afford to pay for a car?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck