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Zig Ziglar said, “You can have everything in life you want, if you will just help other people get what they want.” We created the NAI Group in 2012 on a philosophy that is based on serving others first. We believe that when you grow and achieve your dreams, we get a little closer to achieving ours.
We specialize in effective advanced solutions to smooth out today’s dynamic array of tax, business, estate, and financial challenges. With so many changes coming so fast in our political and financial environment, we assembled a team of committed professionals that focus on their specialty so that together we can make a difference in our clients’ lives.
The NAI Group, Inc. has had the privilege of helping hundreds of clients over the years. As a result, our business has been built through referrals. Whether you are a billionaire, famous athlete or performer (we have a few clients who are), in the medical field (we have many medical professional clients), or just starting out, we can create a custom-made plan specifically for you to map out your journey of transforming your dream into reality.
Dreams are just dreams without action. Your dreams are waiting for you to act. The NAI Group is here to help chart your course to transform your dream into reality – a real and tangible reality.
Creative non-traditional approaches are at the heart of our work. We built outside-the-box strategies that get proven results. Most clients and their previous advisors did not know these proven concepts were possible. That’s because most advisors are happy with the status quo. Why? Because it makes them money. Why rock the boat if you don’t have to?
Our plans go way beyond the traditional off-the-shelf ideas of old archaic financial concepts that have never truly worked. We use our custom-tailored proprietary and proven real-world systems that get results. We personalize each approach for each client based on their particular need, goals, industry, and legacy desires after they are gone.
Our team is constantly engaged in diligent research focused on the new tax, estate, and financial laws and guidelines that allow us to create the best, most advanced plans for our clients. With us on your side, you never settle for less than the path to your dream.
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.
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