Net Retirement Income Maximization

What is NRI Max®?

Net Retirement Income Maximization™, NRI Max® for short, was conceived around developing a multi-faceted, proprietary, client-engaged planning process. The main objective is helping clients think differently about how they plan for the next 2, 3, 4 decades of Retirement.

What If Everyday Felt Like A Saturday?

NRI Max Planning Process™

We take this one-step further with our Net Retirement Income Maximization™ planning process and provide our Best Thinking for you! NRI Max® was developed by Ron Briggs, a 36-year Industry Veteran who has experienced the Good, the Bad and the Ugly of financial planning. Our process has helped numerous clients just like you navigate the retirement of their Dreams!

The culmination of both a Fiduciary Advisor along with a plethora of resources and technology will be instrumental in Maximizing Your Retirement Income so you can retire with confidence!

Who Should Attend an NRI Max® Educational Workshop?

We offer various types of Educational Workshops Series.

Depending on whether you are:


More than 20 years away from Retiring


Getting Close, within about 10 years


It’s just around the corner


Already Retired

For each event we offer, we will provide a short synopsis or video overview on the Workshop. If you’re like most hardworking Americans, you don’t want to work forever! Proper planning can prepare you for retirement or, if you’re already retired, can minimize the risk of running out of money during your retirement years.

*There is no cost or obligation, but seating is limited for these events.