
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 True Passive Wealth
Help You Have Financial Security
Pay Taxes as the Wealthy Do
Structure Your Business & Finances Correctly, Putting YOU in Control
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 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.
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.
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.


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