top of page

Life is lived between the numbers.

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:

  • Facebook
  • X
  • Linkedin

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

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.

Welcome to Grey Kirwan Financial
 

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

  • Help you clarify and define your goals
     
  • Recommend solutions that fit your needs
     
  • Deliver timely information
     
  • Explain how changing financial conditions affect you
     
  • Monitor your financial progress
     
  • Make investment planning easier

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.

logo icon

If you have any questions, please call us at 703-592-3944 or e-mail us at info@greykirwan.com. We look forward to talking with you.

Our Services

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

Learn More

About Us

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 Please call today if you think your plan is out-of-date.

Learn More

Debt After Death: What Happens to Debt When Someone Dies?

Outlines how estates handle debts of deceased individuals.

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

The Four-Day Workweek: Is It Destiny or a Distant Dream?

Discusses prospects of shorter workweeks aided by technology.

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

Life Insurance in Retirement

Shows when coverage may still make sense for retirees.

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

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Required Minimum Distributions

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

bottom of page