Services

BTA Advisory Group offers comprehensive financial planning services to high net-worth families and individuals. This includes developing a plan as well as providing the tools and strategies to put that plan into action. Below are a summary of some of the tools we use, however we strongly encourage all visitors to call us at 877-282-4768 and set up a free consultation. This allows us to offer suggestions as to what the best options for your specific circumstances.

Comprehensive Financial Planning

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Risk-Management
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