Keep More - Grow More - Live More

True Financial Freedom Means Taking Back Ownership of Your Time

Welcome to

National Retirement Institute!

Hear from our CEO:

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!

Why Choose 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 True Passive Wealth

Help You Have Financial Security

Pay Taxes as the Wealthy Do

Structure Your Business & Finances Correctly, Putting YOU in Control

SERVICES

What We Do Best

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.

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

Build a recession, depression & covid proof portfolio

What Does Financial Freedom

Look Like to YOU?

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.

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Focus on Growth → Build lasting wealth aligned with your goals

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Understand Your Financial Health → See clearly where you stand today and where you’re headed tomorrow

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Reduce Errors → Eliminate costly missteps with expert guidance

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Save Money → Keep more of your retirement income through smart planning

A Few Client Comments:

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 grand daughters 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.

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.

SONIC BOOM SUMMIT 2026

There has never been a summit like this!

Sonic Boom Summit is designed for entrepreneurs who want their money to work as hard as they do.

YOU built the business. YOU created the income. But when it comes to turning that success into real, usable wealth, the path is often unclear. Growth feels slower than it should. Taxes take more than expected. And too much of your financial future depends on factors you can’t control.

Sonic Boom is a three day, high impact experience built specifically for entrepreneurs who want clarity, control, and forward momentum.

At this summit, YOU’ll learn how passive wealth is intentionally built through self directed strategies, income producing assets, and smart tax architecture. You’ll see how these elements work together to create stability, efficiency, and long term growth without adding unnecessary complexity to an already full life.

This is not about being wrong before. It’s about learning what most entrepreneurs are never shown.

Over three focused days, YOU’ll gain a clear understanding of a proven passive wealth strategy and what it takes to implement it successfully. And you won’t be left on your own after the event. You’ll have access to five years of structured support to help you apply what you’ve learned, adapt as your business evolves, and keep moving forward.

Sonic Boom is for entrepreneurs who value their time, want their success to translate into lasting wealth, and are ready for a smarter, more intentional approach.

If YOU want confidence in your financial direction and a clear path toward passive wealth, this is where it begins.

This is Sonic Boom Summit.

Contact Us

  • Mon-Fri 9am-5pm
  • (877) 745-0008

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