Retirement by Design, Not by Chance — Because Your Future Deserves a Plan
At National Retirement Institute, we don’t believe in cookie-cutter portfolios. We are retirement architects—designing strategies around your lifestyle, your goals, and your vision of financial freedom.
Designing Retirements That Go the Distance
Welcome to National Retirement
Institute (NRI), LLC
💡 No million-dollar minimums. Whether you’ve saved less or built more, we welcome you. You’re more than a number to us.
Why Choose Us?
At NRI, we know retirement is more than numbers on a page—it’s your life, your security, and your legacy. That’s why we design personalized retirement blueprints tailored to your goals, your family, and your vision for the future.
As an independent fiduciary firm, our only obligation is to you. We’re not tied to corporate agendas or cookie-cutter portfolios. Instead, we build customized strategies that:
✔️ Create lasting income
✔️ Reduce taxes
✔️ Protect and grow your assets
✔️ Give you confidence that your money will last as long as you do
SERVICES
What We Do Best
Whether you’re planning for income, navigating healthcare, or protecting your estate, our team acts as your retirement architects—designing clear, customized strategies to help you thrive in retirement.
Personalized Retirement Blueprint Design
Tax Architecture & Reduction Strategies
Legacy Planning & Estate Settlement
Insurance & Investment Strategies
Long-Term Care Planning
Medicare & Social Security Planning
Client Education Programs
Business & Executive Planning Packages
LET US WORRY ABOUT YOUR RETIREMENT PLAN.
You Focus on Living — We’ll Handle the Numbers
Retirement is too important to leave to guesswork. At NRI, we take the stress out of managing the financial details so you can focus on enjoying life. From minimizing costly mistakes to keeping more of what you’ve earned, our strategies give you clarity and confidence every step of the way.
Focus on Growth → Build lasting wealth aligned with your goals
Understand Your Financial Health → See clearly where you stand today and where you’re headed tomorrow
Reduce Errors → Eliminate costly missteps with expert guidance
Save Money → Keep more of your retirement income through smart planning
Read How Happy My Clients Are
We Have Lost Some Of Our Dreams But there Was A Reason For That Too...
Yvette, I want to Thank you, for being true to me and my husband. The day I met you, I told you there was a reason I got your information. It was meant to be. You have not let me down. I know life has given us (you & I ) come bump in our live but I think the reason was to guide us to this point. Thank you for everything you have done for us. I am glad we have not lost our retirement. We have lost some of the dreams but there was a reason for that too… Two beautiful granddaughters that we need to be here for. Life is works in mysterious ways. We have to keep faith hope love in our lives. Always stay safe and in touch. Your friend always!
Sunday Newton
We were dismissed from another popular firm for having less than 1 million dollars saved...
Yvette has consistently provided us with above 5 star service, and treated us like a valuable part of her client family since the get-go. We were dismissed from another popular firm for having less than 1 million dollars saved for retirement, but that didn't matter to Yvette and her team. They showed us how to retire successfully on what we had and actually exceeded our expectations. Can't say enough about this friend, knowledgeable and honest team!
Jeff K.
WIN-WIN GIVING - Keep 100% of Your Principal Safe and Untouched While Supporting the Causes That Matter Most to You
One of the biggest Wall Street misnomers is that annuities are "bad". You'll hear that annuities are complicated, expensive, and low interest earners. The truth in the matter is that there are 5 different kinds of annuities. Some are free of any fees, and very well designed to serve as pension income producers that can guarantee a much higher income than you would receive by bleeding off only 4% of your savings, from a traditional 401k or brokerage account. Take a look inside this informative white paper to learn more.
By Yvette Spillman, CEO, Registered Investment Advisor, Fiduciary Financial Advisor - License # CA#0H77101
© Copyright 2025. National Retirement Institute - USA. All rights reserved.
License # CA#0H77101
2022 All Rights Reserved.
License # CA#0H77101