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Providing a roadmap of solutions to help navigate you on financial journey.
White Room

Services

Asset & Wealth Management

 

Learn more about how you can manage your assets, and benefit from your hard work for generations to come.

Insurance Consulting

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Insurance goes above and beyond just life and health. Secure the most important asset (yourself) and see what living benefits come along with it. 

Tax Planning

 

Tax planning is crucial for individuals and business owners. Know what strategies can be implemented during the fiscal year in order to save money come filing time.

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Testimonials
What Clients Are Saying

Eugene S. 

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"After multiple meetings with Obi, we were able to minimize my tax exposure and begin allocated the RIGHT amount of money needed for my retirement goals"

Fran F. 

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"NCI has provided me with multiple solutions, unlike other firms that may have one style of thinking. I was able to provide specific details to my situation and thus get a tailored wealth accumulation plan"

Lorie M. 

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"NCI being family based has really made my experience more enjoyable. Everything they do comes off a lot more genuine and client focused."

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