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NHR FINANCIAL GROUP

I see clients in the states of Florida and Georgia as well as travel all over the country to meet new and existing clients.Call 954-856-5690 for a meeting at the location of your choice.
Coral Springs Florida and Roswell Georgia, FL

Phone:

954-856-5690

E-mail:

NEIL ROBACK, ChFEBC, LUTCF

Neil Roback, founder of NHR Financial group created this Web site to help you gain a better understanding of your financial situation. This includes the financial concepts behind investing, retirement, estate planning, insurance and wealth preservation. Here at NHR Financial Group our goal is simple; to ensure that you are on the "right track" toward your goals, whatever they may be.

Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Tips to Help Preserve Your Inheritance

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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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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IRA Eligibility

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding

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

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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