Wealth Management & Retirement Planning

Customized financial and insurance planning with a dedicated advisor through our partnership with Hunken Ewing Financial Group.

 

Review a summary of your financial health with:

Answer some brief questions to receive a summary of your financial health from The Living Balance Sheet®. The information you enter is confidential and secure, and will only be saved upon submission of the Request Contact form.


Securing a stable financial future involves critical elements such as Wealth Management & Retirement Planning. Partnering with Hunken Ewing Financial Group (HEFG), CBA Insurance Agency provides a suite of specialized financial products carefully crafted for the legal community.

We have partnered with Michael Taff, a Financial Representative at Hunken Ewing Financial Group, to offer comprehensive wealth management & retirement planning to lawyers and law firms.

Services include:

 
 
  • Wealth Management

  • Investments

  • Retirement Planning

  • Life Insurance


 
 

Other ways to protect yourself, family, and employees…