Michael P. Taff

Michael Taff brings over 18 years of experience in the financial services industry and serves as a Financial Professional at True Wealth Strategies LLC. He leads a holistic practice focused on protection-first strategies and long-term wealth building for attorneys, business owners, and families.

Since 2018, Michael has maintained a strategic relationship with CBA Insurance Agency, a subsidiary of The Chicago Bar Association. Through this relationship, he assists attorneys and law firms on risk management, life insurance, retirement strategies, and financial education. This collaboration plays a key role in helping legal professionals access quality solutions aligned with their unique needs.

Michael also has a particular passion for working with business owners, helping them identify and manage financial risks that could disrupt their business or personal goals. His process includes buy-sell agreements, key person insurance, executive benefits, and liquidity strategies—ensuring owners are protected today while building sustainable wealth for tomorrow.

As the oldest of six children, Michael’s drive to help families protect what they’ve built and plan for the future is deeply rooted in personal experience. He uses The Living Balance Sheet® to deliver a clear, values-based framework for decision-making—balancing protection and growth in a way that goes beyond traditional financial services.

Throughout his career, Michael has earned multiple industry honors, including Guardian’s Leader’s Club and all three levels of the Guardian Client Builder Award. He also serves as a mentor to young professionals within the firm, helping to develop the next generation of financial advisors.

A proud South Side native, Michael was raised in the Beverly neighborhood of Chicago and is an alumnus of Brother Rice High School and DePaul University. He now lives in Wicker Park with his wife Ashley, daughter Ava, and son Michael. Outside the office, he enjoys traveling, golf, exploring Chicago’s food scene, and rooting for the Cubs, Bears, Blackhawks, and Bulls.

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 377 E Butterfield Rd, Ste 270, Lombard, IL, 60148, 312-837-0017. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. True Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian.