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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

Outlines best practices for safe peer-to-peer payment app transactions.

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Shows how combining small-, mid- and large-cap funds enhances diversification.

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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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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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

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

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