We handle virtually all litigation cases at the administrative and trial court levels.
We deal with naturalization & citizenship, visas and political asylum.
Management
We counsel our clients on a broad range of tax and non-tax issues.
Our team advises in a wide variety of corporate matters.
We represent our clients in all types of real estate transactions.
Our attorneys have been involved in all aspects of bankruptcy cases.
Guiding You Through Every Stage of Your Financial Journey
Business Owners & Entrepreneurs
We provide strategic wealth management solutions specifically tailored to the unique financial complexities and opportunities faced by business owners and entrepreneurs. Recognizing that your personal finances and business assets are often intertwined, we help you navigate intricate financial decisions, maximize tax efficiencies, and implement growth-focused investment strategies. Our comprehensive approach addresses succession planning, asset protection, cash flow optimization, and long-term wealth building, empowering you to pursue your entrepreneurial goals confidently while securing your financial future and legacy.
Here are the services we can offer you
Financial Services
Retirement Income Planning
Retirement income planning is the process of developing a plan for generating a steady stream of income during retirement, utilizing various sources of income, such as Social Security, pensions, investments, and other assets, to meet one's retirement income needs.
Investment Management
Investment management involves the professional management of various securities and assets with the goal of achieving specific financial objectives for clients, such as maximizing returns, minimizing risk, or meeting specific financial goals.
Financial Planning
Financial planning is the process of setting goals, developing strategies, and creating a roadmap for managing one's financial resources in order to achieve those goals and improve their overall financial well-being.
401 (k) Rollovers
401(k) rollovers refer to the process of transferring retirement savings from a previous employer's 401(k) plan to a new retirement savings account, such as an IRA or a new employer's 401(k) plan.
Life Insurance
Life insurance is a contract between an individual and an insurer, where the insurer agrees to pay a designated beneficiary a sum of money upon the death of the insured person.
Long-Term Care
Long-term care refers to the ongoing assistance and support that people may need when they are unable to care for themselves due to a chronic illness, disability, or other condition, often involving help with activities of daily living such as bathing, dressing, and eating.
Estate Planning
Estate planning is the process of arranging for the management and distribution of a person's assets and belongings after their death in accordance with their wishes, while minimizing taxes and other expenses.
Tax Planning & Tax-Efficient Strategies
Tax planning focuses on minimizing taxes across retirement income, investments, and estate strategies through proactive coordination of withdrawals, Roth conversions, asset location, and timing strategies, helping clients keep more of what they’ve earned.
IRAs
An Individual Retirement Account (IRA) is a type of investment account that provides tax advantages for individuals to save for retirement.
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Who We Serve
Retirees & Pre-Retirees
Business Owners & Entrepreneurs
Independent Women
Professionals & Executives
Kelli L. Gabriel | Founder & CEO
Founders Message
HELPING WHERE IT COUNTS
Schedule a Complimentary Consultation
We have experience working with all kinds of clients, and are excited to help you!
HELPING WHERE IT COUNTS
Schedule a Complimentary Consultation
We have experience working with clients just like you, and are excited to learn more about your financial goals!
OUR TEAM
We are Experienced Trial Lawyers
Our professional trial lawyers have a rich experience in varied cases. We have 1285 successful cases while our practise. At the very core of our work ethic is the belief that everyone has an important story to tell and the right to competent and fair representation. We always claim to justice.
Free Consultation
Proven Results
Legal Information
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Have financial questions, you ask, we answer.