BTA Financial Group is an independent, full-service financial services firm dedicated to putting our clients’ interests first. Our independence allows us to offer a comprehensive selection of products and services from hundreds of investment managers, investment products, and insurance carriers. We are committed to delivering unbiased advice, innovative strategies, and independent ideas to help our clients pursue their financial goals.

At BTA Financial Group, we specialize in helping individuals and families build and protect their wealth. Our approach covers five key areas:

• Investments: Tailored strategies to grow your assets.
• Retirement Planning: Guidance to help you prepare for a secure future.
• Insurance Planning: Protection for you and your loved ones.
• Income Tax Planning: Strategies to optimize your tax situation.
• Estate Planning: Solutions to preserve and transfer your legacy.

While each area is important on its own, we integrate all aspects of financial planning to create a cohesive strategy. We keep our clients informed and educated about opportunities under current tax laws and help them maximize the benefits available through their employer’s programs.

BTA Financial Group partners with businesses and business owners to develop customized investment, business continuation, asset preservation, and risk management strategies. We understand that investing in your business is just as crucial as planning for its future.

Our services include:

• Corporate Investment Strategies: Grow and safeguard your business assets.
• Business Continuation Planning: Prepare for smooth transitions and succession.
• Buy-Sell Strategies: Ensure business continuity through effective agreements.
• Risk Management: Protect your company with tailored commercial insurance solutions.

Commercial insurance can be complex and expensive, which is why careful planning is crucial. Our team works collaboratively to design and implement insurance solutions that are both cost-effective and easy to understand, ensuring each strategy is tailored to the unique needs of your business. For this service, we partner with Blue Valley Insurance, an independent agency based in Overland Park, Kansas (www.bvins.com). Blue Valley Insurance specializes in building quality relationships and offers clients the flexibility to choose from multiple carriers, providing customized coverage and outstanding service.

• Property Insurance
• General Liability Insurance
• Professional Liability Insurance
• Commercial Auto Insurance
• Workers’ Compensation
• Bonds

At BTA Financial Group, we are committed to understanding and addressing the evolving needs of corporate plan sponsors and their employees. As your independent third-party advocate, we partner with you to design, implement, and manage effective employee benefit programs.

Our areas of expertise include:

• Employer-Sponsored Group Benefits
• Retirement Plan Services
• Executive Fringe Benefit Plans
• Consulting Services
• Value-Added Services

We are dedicated to helping you create a benefits program that supports your workforce and your business objectives.

CLICK HERE FOR A FULL LIST OF PRODUCTS AND SERVICES