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

Jerry Elza

Project Manager

Years Of Experience

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Happy Clients

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Projects Completed

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Excellent Team

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