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NHR FINANCIAL GROUP

Name: NHR Financial Group
Address: 9455 Nesbit Lakes Dr, Alpharetta, GA, 30022, US
Telephone: 954-856-5690

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:

nroback@outlook.com

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.

Newsletters

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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