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PO BOX 6009
Charlottesville, VA 22906

Phone:

434.296.1122

Fax:

972-380-0097

E-mail:

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Neil H. Resnik, LUTCF

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your employee benefits situation. We have created this Web site to help you gain a better understanding of the financial concepts behind employee benefits, insurance, investing and retirement. Most important, we hope you see the value of working with skilled professionals to pursue employee benefits worthy of an "employer of choice".

We're here to help educate you about the basic concepts of benefit management; to help you learn more about who we are; and to give you fast, easy access to market data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of employee benefits.

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

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Explains special costs and financial implications of condo ownership.

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

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

Use this calculator to determine whether you qualify for the different types of IRAs.

How much do you need to save each year to meet your long-term financial goals?

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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