From Boats to Brokers
Is a SEP-IRA Right for Your Business?
Medicare At 65+
BTA Financial Group is an independent financial services firm specializing in wealth management and financial planning. We deliver personalized strategies, honest advice, and a commitment to trust, integrity and accountability.
Individuals & Families:
We guide you in building, managing, and preserving your financial assets, empowering you to retire with confidence and enjoy the life you envision.
Small Businesses:
We design comprehensive strategies to address all your insurance and financial needs. Our customized employee benefit solutions and financial services help protect your business, so you can focus on growth and maximizing value.
Our Products & Services:
Individual Wealth Management
Comprehensive Financial Planning
Insurance Planning
Corporate Retirement Plans
Employee Benefits
Commercial Insurance
To learn more about BTA Financial Group or to schedule your initial consultation, please call our office at 913.831.1551. We look forward to partnering with you!
CLICK HERE FOR A FULL LIST OF PRODUCTS AND SERVICES
Where do you want your financial roadmap to take you?
Our top priority is supporting you and your family’s well-being. We take the time to understand your unique situation, uncover your aspirations, and pinpoint your financial goals. With this insight, we’re committed to delivering the highest level of personalized service.
Personalized Financial Services
Let’s create a tailored plan designed just for you—because your financial journey should be as unique as you are.