Wealth Management & Retirement Planning
Customized financial and insurance planning with a dedicated advisor through our partnership with True Wealth Strategies.
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.
Plan with Confidence
We’ve teamed up with True Wealth Strategies to connect legal professionals with financial solutions that fit their unique goals. Whether it’s building wealth, planning for retirement, or protecting your future, we make it simple to access trusted advice and strategies built for the legal profession.
Work directly with Michael Taff of True Wealth Strategies — a dedicated advisor who understands the needs of attorneys and law firms.
Services include:
Wealth Management
Investments
Retirement Planning
Life Insurance
