• Retirement Plans

Retirement Plans

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

Jevon Thomas

Senior Consultant
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Director of Retirement Plans
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Call us when you need help with:

Plan Review

Reviewing plan design and performance and costs.

Troubleshooting

Accessing plan governance issues and executing a solution.

Employee Education

Helping your employees to make better financial decisions.

Executive and Managerial Education

Educating executive management to strategize and strengthen plan policies and procedures.

Plan Fiduciary

Protecting plan fiduciaries from lawsuits from disgruntled employees and Dept. of Labor fines.

and more...

Retirement Planning

Whether you are an individual, an employee, or a business owner, our firm is here to help you navigate through every stage of your life.

Lifestyle Planning

We excel at helping clients determine what kind of lifestyle they are trying to attain and making the steps to achieve their financial goals.

Contact Us

Phone: (949) 900-0099

Email: jevon@btagroup.net