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Statement of Service

At BTA Advisory Group, we offer a unique combination of expertise, personalized attention, and a commitment to your financial success. Our comprehensive financial planning services will help you:

Gain clarity and control over your finances

We'll work with you to develop a personalized financial plan that takes into account all aspects of your financial life.

Make informed decisions about your money

With our guidance, you'll have the information and knowledge you need to make confident decisions about your investments, taxes, retirement, and more.

Find Convenience through our One-stop-shop

We offer a range of financial planning services, from investment management to tax planning and retirement planning. With us, you have everything you need in one place.

Enjoy peace of mind

With our comprehensive financial planning services, you'll have the confidence that comes from knowing your finances are in good hands.

Comprehensive Financial Planning

We understand that financial planning can be complex and overwhelming, which is why we’re here to help you bring all the pieces together. Our comprehensive financial planning service takes a holistic approach to your finances, analyzing your current financial situation and identifying your unique goals and objectives. We work closely with you to develop a personalized plan that focuses on tax efficiency, investment management, estate planning, and risk management, with a clear roadmap for achieving your financial objectives. Our experienced advisors guide you through the planning process, helping you make informed decisions and providing ongoing support to ensure your plan stays on track. With our comprehensive financial planning service, you can feel confident that all the pieces of your financial puzzle are in place and working together to help you achieve your financial goals.

Included Services

Focused Lifestyle Planning

Perhaps you have in your family, a recent high school or college graduate who needs Help with their financial future. Helping them get on the right path early is an important Part of becoming an independent adult. We excel at helping our clients and their children Determine their best path and show them how to stay on it. Guy has several books and Articles to help identify the best way forward. We are as committed to our client’s family As we are to our clients. Let us help in this important stage of life. What assistance do you need to help your family have the lifestyle they have always dreamed of?

Business Planning

At BTA, we can help businessowners maximize their business’ efficiency through better utilization of their compensation dollars. Whether it is improving their 401k plan, employee education, executive incentive plans, our goal is to assist our clients in the effective and efficient utilization of revenue. Many of our clients want to attract and retain top talent so they can transfer the day to day business activities to these employees. They want to work “on” the business instead of “in” the business. We show owners how to become financially independent of their business using tax efficient dollars.

Asset Protection and Growth

There are many unexpected events that can threaten wealth: taxes, fees, economic downturns, tragedy. Our wealth management tools and strategies are built to help minimize the impact of these events. Our goal is to promote steady, long-tern growth of assets, regardless of economic conditions. Using tools like individual retirement accounts (IRAs), brokerage accounts, complex trusts and pother selected tools, we help our clients preserve their assets for retirement, legacy planning or whatever other goals they have in mind.

Tax Efficiency Planning

Maximize your wealth and minimize your tax liability with our tax efficiency planning services. Our expert financial planners will help you develop a customized strategy to reduce your tax bill and keep more of your hard-earned money. Contact us today to schedule a consultation and start saving on taxes

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Estate Planning

One thing we all know is, life happens and eventually all of us will be faced with the inevitable complexity of death. As a company, we have been helping Clients think about and plan for this eventuality for more than 50 years. We can reduce or eliminate all transfer taxes through prudent planning today. Our friend is compound interest in a tax exempt environment. From personal assets to businesses, we have helped our clients transfer their Legacy to the next generations. This requires thinking and skill. At BTA we are prepared to provide you with both. Let us help you, help your family.

Risk Management

Risk Management consists planning now to protect you and your Loved one from the uncertainties of life. Everyone buys insurance. The question is who covers the risk – you or do you lay it off to an insurance carrier? The common denominators of risk are death, disability and long-term illnesses. Unfortunately, there are many choices and it is hard to know what is the best way forward. As risk managers, we have years of experience making these recommendations and serving these needs. Let us review your risks and evaluate whether you have the best coverages in an ever changing world.

Investment Management

Take control of your financial future with our top-notch investment management services. Our team of experts will provide personalized, expert advice to help you reach your goals. Contact us today to schedule a consultation and start growing your wealth.

Retirement Planning

Whether you are an individual, an employee, or a business owner, BTA Advisory Group is here to help you navigate through every stage of your life. You may have an IRA, a 401(k), or need assistance with setting one up. Our job is to help you to effectively plan for your retirement. Clients find that by partnering with us, the process is much more manageable. We offer 401(k) plan asset management, as well as assisting participants with selecting the optimal portfolio to build their retirement nest egg.


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