Broker Check

Investments | Retirement | Insurance

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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A Meal for All Generations

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.
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The Other Sure Thing

The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
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<b>Who We Are</b>

BTA FINANCIAL GROUP is an independent financial services firm that focuses on wealth management and financial planning. We provide tailored strategies, unfiltered advice and we are always committed to trust, integrity and accountability.

We help Individuals and Families build, manage and preserve their financial assets so that they can retire with confidence and enjoy life.

We support Small Business by implementing comprehensive strategies for all their insurance and financial needs. We help build, manage and protect their businesses through customized employee benefit strategies and financial services so owners can spend more time running their business and maximize value.

Our product and services menu include Wealth Management, Comprehensive Financial Planning, Insurance Planning, Corporate Retirement Plans, Employee Benefits and Commercial Insurance.

For additional information about our company or to set to set up an initial consultation, please call our office at 913.831.1551. We look forward to working with you!


CLICK HERE FOR A FULL LIST OF PRODUCTS AND SERVICES


<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.


Personalized Financial Services

Let's build a specialized plan for you.


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