Niraj Chhabra

Niraj Chhabra

MBA, CFP®, CLTC®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
SideBar Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
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  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

Background and qualification information is available at FINRA's BrokerCheck website.

Understanding attorneys' unique challenges

Understanding attorneys' unique challenges

Our practice understands financial planning isn’t a one size fits all model. There is a prima facie presumption that attorneys face similar financial circumstances. However, depending on the structure of your practice, your financial situation may have unique challenges. We are well versed in the financial complexities that attorneys often face. During the initial complimentary consultation, we will take the time to discover what is truly important to you, what your end goals are, and how to achieve them.

We believe the role of Financial Planning is to help you navigate through this complex financial landscape with a personalized recommendation and help prepare you for when life throws you curveballs. As a result, this can help you feel more confident, connected and in control of your finances.

Understanding attorneys' unique challenges

All attorneys do not share the same challenges

In-house lawyers: may need help navigating their stock options and understanding the tax ramifications of exercising them.

Associates/Counsel: compensation is often performance-based and can be irregular. Budgeting/tax strategies can be challenging

Solo/Equity Partners: may need guidance navigating the unique options available as a business owner. Tax planning and cash flow strategies can be challenging especially if any of your practice areas receive payment on a contingency basis.

Newly admitted attorney: may need help with balancing student loans vs. funding future goals and deciding between 401ks & Roth options.

If you would like to schedule your complimentary initial consultation, click here.

My videos

3 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)