Most Chicago attorneys are exceptional at building income. Far fewer have a financial strategy that was actually designed for how lawyers earn, grow, and retire. Our firm, in partnership with the CBA Insurance Agency, provides customized Financial Services and Retirement Planning services to association members. As a dedicated advisor on this team for the past 8 years, and with 18 years of financ
ial services experience, I've built one specialty: helping attorneys at every stage of their career build real financial confidence alongside their legal career. What that looks like depends on where you are:
Early in your career — you're managing student loans, starting to earn real income for the first time, and making retirement and wealth decisions that will compound for decades. Getting the foundation right from day one matters more than most people realize. Building toward partnership — income is growing and complexity is growing with it. Equity compensation, income volatility on a partnership track, and the gap between what your group benefits cover and what you actually need all require a more intentional strategy. At or near partner level — retirement planning, tax-advantaged wealth accumulation, estate coordination, and making sure your income is protected at the level you've actually built it to. Underneath all three stages is the same foundation: the right protection. life insurance, disability income, and long term care coverage that's sized for what you've actually built — not what came standard with your firm's benefits package. It's not the most exciting part of the conversation, but it's the part that holds everything else together. I also work closely with business owners on buy-sell agreement funding and key person strategies — and many of my attorney clients are business owners themselves or refer me to clients who are. The thread through all of it is the Living Balance Sheet® framework — a way of organizing your full financial picture so that protection, retirement, and wealth-building work together instead of competing for the same dollars. I understand this community — the culture, the career stages, and the specific financial challenges attorneys face at every level. For more information on True Wealth Strategies' partnership with the CBA, visit https://www.cbainsurance.org/
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