For business owners and executives, retirement planning looks a little different. Your wealth isn’t just in accounts—it’s often tied up in business assets, deferred compensation, and executive benefits. At NRI, we help you design a cohesive plan that integrates your business, taxes, and personal finances so you can transition smoothly from the boardroom into retirement.

We focus on:

✔️ Maximizing business value – ensuring your company transition (sale, succession, or exit) protects the wealth you’ve built.
✔️ Executive benefit optimization – coordinating deferred comp, stock options, or bonuses with your overall retirement income plan.
✔️ Smart tax strategy – structuring withdrawals, business sales, and benefits to minimize taxes.
✔️ Legacy planning – making sure your family, partners, or successors are taken care of while protecting your vision.