
NO MILLION-DOLLAR MINIMUMS
Our practice welcomes you whether or not you've
saved 1 million dollars or more.
You’re more than a number to us!
At NRI, we will show you how to:
KEEP MORE, GROW MORE, LIVE MORE...
As an Independent Fiduciary Advisory 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 & grow your assets
✔️ Give you confidence that your money
will last as long as you do
Whether you’re planning for income, navigating healthcare, or protecting your estate, our team acts as your retirement architect, designing clear, customized strategies to help you thrive.


Tax Architecture & Reduction Strategies



Long-Term Care Planning

Medicare & Social Security Planning


Developing and implementing a plan that will grow passive income for you, is one of our biggest services. At NRI, we want you to get paid whether you are at work, or sitting on a beach with a margarita in your hand. Learn how to gain real freedom with a passive wealth building strategy.





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 N.
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.
A private workshop for entrepreneurs who are ready to build real business wealth and finally stop watching their profits evaporate at tax time.
You work your tail off, you bring in the revenue, then April rolls around and the IRS takes a healthy bite because nobody ever sat you down and explained how the wealthy actually file their taxes. Not the fluffy seminar version, the real tax code strategy that keeps high earners from bleeding cash every single year.
You have heard the recycled pep talks before, the same old stories that get a room fired up for twenty minutes, then leave you right back where you started.
This workshop is the exact opposite.
You will learn how true wealth builders use the government’s own rules to keep more of what they earn. You will see how they structure their businesses, how they capture deductions the average owner never touches, and how they get the IRS to help fund investments that grow genuine passive wealth. No theory, no hype, just the playbook that creates the kind of financial freedom most people never experience.


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CA#0H77101
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License # CA#0H77101