BTA Advisory Group is a well-established financial planning firm based in Newport Beach, CA, offering a comprehensive range of services including investment management, tax planning, retirement planning, insurance and estate planning, income tax efficiency planning, and asset protection. With over 26 years of experience and a team of experts, they provide customized solutions to help clients achieve their unique financial goals and protect their assets.
As a trusted advisor, BTA Advisory Group assists individuals, business owners, and companies in navigating complex financial decisions, such as buying or selling assets, saving taxes, establishing retirement plans, and protecting assets from legal attacks. Their expertise and commitment to client success make them a go-to resource for strategic financial planning and execution.
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