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Medicare and Social Security are a huge part of retirement, but they’re also some of the most complex programs to navigate, alone.
Taking advice from the neighbor, relying on your employer's plan selection, or getting advice on Youtube, is not the best strategy.
A wrong choice can result in lifetime penalties, incomplete coverage, overpayment and taking tens of thousands of dollars out of your annual income and "donating" that money to Uncle Sam.
A thorough explanation of your rights, benefits, plans and filing options can save you from all the possible pitfalls.
At NRI, we are here to navigate this road with you, and make understanding it as easy as learning your A, B, C's.


When you claim Social Security or enroll in Medicare makes all the difference. We help you choose the right timing to maximize benefits and avoid costly penalties.

With so many rules, parts, and options, it’s easy to feel overwhelmed. We break it all down so you know exactly what you’re entitled to—and how to coordinate it with the rest of your retirement income.

Every decision is unique. Whether it’s coordinating spousal benefits, managing healthcare coverage, or aligning with your retirement strategy, your plan is built around you—not a one-size-fits-all formula.
🕒 Maximizes Your Income
The right claiming strategy can significantly increase your lifetime Social Security benefits, ensuring more money stays in your pocket.
💊 Simplifies Healthcare Choices
Medicare has many parts, rules, and deadlines. A clear plan helps you avoid penalties, reduce costs, and choose the coverage that’s right for you.
⚖️ Adapts to Life’s Changes
From new laws to shifts in health or finances, your plan adjusts with you, keeping your benefits optimized year after year.
🤝 Protects Your Loved Ones
Coordinating spousal and survivor benefits ensures your family is supported and financially secure, no matter what the future brings.
Your retirement years should be about peace, not pressure.
A personalized Medicare & Social Security plan gives you clarity, confidence, and lasting financial security.
Your retirement deserves a legacy plan that’s built around you—not left to chance.
Your retirement deserves a Medicare and Social Security plan that’s
built around you—not left to chance.
Click on the HelloVid Video (lower left corner) and choose a time that works best for you. Hear a little about who I am and how a personalized benefits strategy can help you avoid costly mistakes, maximize income, and choose the right coverage.
Scheduling is simple, stress-free, or click below to book your appointment instantly.
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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2022 All Rights Reserved.
License # CA#0H77101