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
