Build Your Future
“The best way to predict your future is to create it.” – Abraham Lincoln
The NAI Group has had the privilege of helping hundreds of clients create a wonderful, secure, and predictable future. We have the expertise and resources to help you build your future into something wonderful as well.
About Us
The NAI Group has one purpose, to help our clients grow and protect their hard-earned wealth for many generations – safely, predictably, and confidently. The cornerstone principle of The NAI Group is “Clients first!”. It’s not just a saying, it’s our philosophy.
Why Choose Us
We know the problems many face, we faced them too. We dug in, did the years of research, and assembled a team that shared a vision to build something that truly solved the issues many clients deal with on a day-to-day basis.
As a result, our clients enjoy significantly reduced taxes, fully protected assets, and proven wealth strategies. Our team approach allows us to create solutions to grow businesses and family wealth for many generations.
We focus on creative, customized, and effective solutions for our clients.
The NAI Group, Inc. offers decades of combined experience in the areas of tax and estate planning, tax reduction systems, accounting services, business growth planning, estate protection and design, and long-proven proprietary financial strategies.
We constantly research the latest tax, estate, and financial laws and guidelines so our clients stay ahead of the curve. We do not just set up a plan and never look at it again. We stay the course by making necessary adjustments along the way, so you stay on the path to your dreams and goals.
Who we Serve
- Medical Professionals
- High Net worth Families
- High-Income Families and Executives
- Professional Athletes
- Entertainers
- Business Owners
- Trustees
- Religious Organizations
Our Services
Family. Business. Legacy.
The NAI Group offers lasting solutions to manage all our client’s needs under one roof.
Many of our clients have multiple needs that range from Accounting and Tax Prep and Tax Planning to Estate Protection, to Business Planning, and various Insurance needs. With that in mind, we created a platform that provides an array of complementing services that help our clients have one place to go to get the help they need. One place, one clear plan. For those looking for a seamless and secure online experience, roku casino portugal offers an innovative platform with exciting opportunies.
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Bookkeeping, Accounting, and Tax Planning
- Tax Planning with Proven Tax-Savings Strategies
- Guaranteed Tax Compliance
- Detailed Bookkeeping
- Business & Personal Finance Management
Physician Services
- Lawsuit and Asset Protection Plans (Even in the Event of Divorce)
- Proprietary Physician Tax-Reduction System
- Practice Education available from a Retired Surgeon
- System for Maximizing Your Bottom Line for More Freedom
Business Owner Services
- Investment Grade Insurance for Estate and Wealth Building
- Bank Financed Life Insurance Programs with Little Out-of-Pocket
- Principal Protection Against Market Downfalls
- Peace of Mind Planning and Safety
Key Employee Retention
- Retain Top Talent
- Recruit the Best in Your Field
- Increase Company’s Bottom Line
- Create a Better Corporate Culture
Estate Planning
- Create Unique Private Estate Plans Outside the Government’s Purview
- Build & Maintain Generational Wealth
- Create and Maintain Financial Independence and Privacy
- Eliminate Estate Taxes
Tax Reduction Planning
Reduction Strategies for:
- Businesses
- Medical Professionals
- High-Income Families
- High Net Worth Families
- Anyone paying $75,000 in taxes or more
Estate and Asset Protection Planning
Uncompromised Protection for:
- Family Assets
- Businesses
- Religious Groups
- Intellectual Properties
- Royalties
- And more
Accounting Services
Accounting for:
- Businesses
- Trusts
- High Net Worth Families
- Religious Groups
Financial Strategies
Unique Proprietary Strategies for:
- Doctors
- Business owners
- High-Income Families
- Trusts
- Religious Groups
- Executive Bonus and Retention packages
Asset Protection
- Protection from Lawsuits
- Assets Security Against Litigation
- Estate Preservation for Multiple Generations
- Complete Peace of Mind and Safety
Retirement Planning
- Tax-Free Retirement Programs
- Certified Medicaid Planner, CMP® to alleviate Long-Term Care Anxiety
- Social Security Replacement Alternatives
- Lasting Peace of Mind with Our Private Estate Plans
Wide Range of Insurance Products
- Business and Workers Comp Insurance
- Personal Insurance Protection
- Employee Benefits
- Specialty Insurance Products
Physician Services
- Lawsuit and Asset Protection Plans (Even in the Event of Divorce)
- Proprietary Physician Tax-Reduction System
- Practice Education available from a Retired Surgeon
- System for Maximizing Your Bottom Line for More Freedom
Wealth Building Systems
- Investment Grade Insurance for Estate and Wealth Building
- Bank Financed Life Insurance Programs with Little Out-of-Pocket
- Principal Protection Against Market Downfalls
- Peace of Mind Planning and Safety
Lets Connect
We would love to talk with you about your goals and dreams to see if we can assist in your journey. Or if you simply need a service we offer, we would love to help with that as well. Reach out to us today to find out how we can improve your life and financial health.
Get your free book here
If you are a physician, we have a free eBook we think you will like. It was written by a retired surgeon for physicians.
An investment in knowledge pays the best interest.
Click here to receive your free copy.