As a fiduciary, Yvette is legally and ethically bound to put her clients’ interests first—always. Her approach is warm and holistic, designed to address your entire retirement picture instead of just one piece. From maximizing income longevity to protecting your estate and aligning investments with your goals, Yvette has built a reputation for turning complex decisions into clear, confident choices.

But Yvette doesn’t work alone. She has built a network of seasoned professionals who share her commitment to integrity and excellence:

~ Tax Experts who transform tax laws into powerful savings strategies.

~ Investment Managers leveraging trusted platforms like Charles Schwab to grow and protect your assets.

~ Trust Attorneys ensuring your estate and legacy are secure for the next generation.

~ A-Rated Carriers providing strength, stability, and reliability when it matters most.

~ Strategic Alliances that open doors to the very best tools and strategies in the industry.

Together, this team brings clarity, protection, and opportunity to your retirement plan—so you never have to piece it together on your own.

At NRI, you’re not just a client—you’re family. Whether you’re entering retirement with millions or starting modestly, Yvette and her team treat you with the same dignity, respect, and personal care.

Because at the end of the day, retirement planning isn’t about money—it’s about trust, security, and living the life you’ve worked so hard to build.