Our Services
Protect What Matters Most With The NAI Group, Inc.
We Help You To Build Your Dream
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.
Tax Reduction Planning
Reduction Strategies for:
- Businesses
- Medical Professionals
- High-Income Families
- High Net Worth Families
- Anyone paying $35,000 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
- Businesses wanting to provide high-value Executive Bonus and Retention packages
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
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
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
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
Meet Our Team
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Ethan Zuer
Senior Architect
Ethan Zuer
Senior Architect
A small river named Duden flows by their place and supplies it with the necessary
- Phone:+1 (859) 254-6589
- Email:[email protected]
Jerry Elza
Project Manager
Jerry Elza
Project Manager
A small river named Duden flows by their place and supplies it with the necessary
- Phone:+1 (859) 254-6589
- Email:[email protected]
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Excellent Team