Wealth Management & Retirement Planning

Wealth management and retirement planning services are available to CBA Members, their families, and employees through our partnership with Michael Taff of True Wealth Strategies.

 
True Wealth Strategies

Review a summary of your financial health with:

The Living Balance Sheet®

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.

Plan with Confidence

We’ve partnered with Michael Taff and True Wealth Strategies to make wealth management, retirement planning, and life insurance services available to CBA Members and other legal professionals.

Work directly with Michael Taff, a Financial Representative at True Wealth Strategies, to discuss financial planning options based on your individual goals and circumstances.

Services include:

 
 

  • Wealth Management

  • Investments

  • Retirement Planning

  • Life Insurance

 
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