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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

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

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Shows when coverage may still make sense for retirees.

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Explains expanded uses making 529 plans more flexible.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How Long Will Your Funds Last?

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