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Neil H. Resnik, LUTCF

Our Mission

To serve as a committed fiduciary offering flexible, objective financial advice that meets clients where they are on the path to financial stability.

A full-service firm specializing in planning for pre-retirees, “sandwich” generation and women. As personal financial professionals, we can:

Feel free to browse our site. You'll find a variety of articles and calculators that we hope will answer your questions or stimulate your interest.

Grey Kirwan Financial offers financial management and advice in the following key areas:

At Grey Kirwan Financial, we believe that a plan is a powerful tool. Please call today if you think your plan is out-of-date.

Explores how investment strategy changes once retirement begins.

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

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

Offers tips to couples with opposite financial styles for finding balance.

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

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.

How Long Will It Take to Pay my Balance?