BTA focuses on minimizing the risk of the four main threats to a family or business: death, illness, unemployment, and disability.
At BTA Advisory Group, we focus on creating efficient solutions for our clients that involve all of their current advisors such as attorneys and CPAs. By creating an efficient plan, often you can get double- and triple-duty dollars.
Not only does BTA offer solutions for individuals, but our advisors also possess the experience and resources to implement complete solutions for businesses including business succession, key man insurance, health insurance, 401(k) plans, and executive compensation.
The BTA Way
We know that our clients have enough on their plate to deal with, without the added pressure of worrying about how much they will need to enjoy the retirement that they would like and how to get there.
Located in Orange County, California, BTA Advisory Group’s team members seek to build local relationships with businesses and individuals who have recognized the fact that Social Security will not be able, in its current state, to fully provide for an adequate retirement. Through working tightly within the Irvine Chamber of Commerce, we have been able to establish an extensive network of relationships to help provide those interested with a full menu of services provided by companies we have come to know and trust.
If you are interested in viewing our Preferred Vendors list to find a business that can help you to make your business what you envision it to be, you can find it on this website or contact us to have a hard copy sent to you. Please do let us know if you are able to make a successful connection with one of our fellow Chamber members.