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Our Services

Sound financial plans outlast the uncertainty of the moment. Markets shift and economies change, but at NRG, our customized strategies are built to evolve. We provide a consistent and objective perspective to ensure our clients’ financial plans are integrated for today and optimized for the future.

As an advocate, we strive to deliver an unwavering commitment to care for our clients, their families, and their financial freedom. Our meticulously designed plans are developed to help our clients achieve financial order, retire comfortably, and feel confident that their money will last. Whether currently enjoying retirement or planning their retirement future, we help ensure our plans work in unison so our clients can stay focused on what matters most.


Comprehensive Financial Planning


True financial planning provides the means to unify all aspects of one’s financial life. While providing an overview of the big picture, our wealth advisors develop comprehensive strategies that allow our clients to make confident financial decisions. Though one-size fits all strategies may be the common approach, we specialize in tailoring plans to fit our client’s current situation while providing a foundation for future growth. From asset accumulation and retention strategies to asset distribution, tax and estate planning, and insurance solutions, we strive to help promote our client’s total financial independence.


Investment Management


We are dedicated to constructing and managing investment portfolios with the highest level of integrity and service. As a defining feature of NRG, our wealth management strategies incorporate analytical processes to fully understand client priorities. From identifying short and long-term objectives, to assessing resources and risk tolerance levels, we strive to first gain a deep appreciation for every aspect of our client’s situation before offering our recommendations. While we endeavor to provide the best investment strategies, our clients will always make the final decisions.

As an independent advisor, we draw upon a broad investment universe to deliver the most effective investment plans. While providing clients with direct access to top-tier investments, our asset allocation strategies also integrate growth stock funds, bond investments, international stocks, and alternative investments.


Retirement Planning


Since our inception in 2003, we have helped our clients transition through all stages of their retirement. By looking at the whole picture of their life, we can develop a tailor-made plan of action that evaluates pensions, 401(k) plans, savings, stock options, deferred compensation, and other assets to structure a reliable income stream for the future. Whether they are currently retired or in the planning stages of retirement, we can help create an investment plan that exceeds our client’s long-term goals.


Advanced Estate Planning


Comprehensive estate planning exceeds retirement and the transferring of wealth. With NRG, our clients have confidence that their assets will reach the people and places they hold dear. By incorporating our client’s most cherished values, our strategic plans help ensure their estate plans fulfill their goals well beyond their lifetime and establish a financial tradition across generations.

To promote our client’s continued success, we will coordinate with tax and legal professionals to integrate all areas of their financial plan. When our client’s needs evolve and circumstances change, our strategies will adapt with ease. As our client’s trusted advocate, we will help ensure that their plan prepares their money for their heirs, while preparing their heirs for the transfer of inherited wealth. Through establishing legacies, trusts, and foundations, we can also develop philanthropic strategies to maximize the longevity of our client’s charitable giving.