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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.

View Calculators

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

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

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

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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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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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Savings Accumulation

Estimate the future value of your current savings.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Lease Payment

How much would your monthly lease payment be?

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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