Retirement planning
We protect & grow retirement assets for employers, organizations and participants while using the most up to date investment strategies. BTA Advisory Group is focused on allowing business owners to focus on what matters most for them – keeping their business successful. In order to do that, we do not have a “Size Ten Shoe” approach. We do not have a one size fits all solution for any business or individual. We have a team based approach and welcome collaboration with other advisors to design and implement strategies that work for mutual clients.
Liz-Anne Allen
Senior Consultant
Call us when you need help with:
and more
Our Services
Call us when you need help with:
Plan Review
Reviewing plan design and performance and costs.
Employee Education
Helping your employees to make better financial decisions.
Troubleshooting
Accessing plan governance issues and executing a solution.
Plan Fiduciary
Protecting plan fiduciaries from lawsuits from disgruntled employees and Dept. of Labor fines.
Executive and Managerial Education
Educating executive management to strategize and strengthen plan policies and procedures.
