BTN Financial Service

BTN Financial Services is a renowned financial consulting firm that has been providing exceptional financial solutions to clients since 1995. Our commitment to delivering tailored financial strategies has enabled us to build a strong reputation in the insurance and wealth management industry. We specialize in offering insurance, retirement planning, estate planning, employee benefits, and tax solutions designed to safeguard the financial security and maximize the wealth of small to medium-sized businesses and individuals/families aged 45+.

At BTN Financial Services, we understand that each client has unique financial needs and objectives, and we strive to deliver personalized solutions that cater to those distinct requirements. With meticulous needs analysis, transparent disclosure, and unwavering commitment to customer service, we help our clients navigate the complexities of the insurance and wealth management industry, achieve their financial goals, and ultimately secure their financial future.

Personal Insurance

Our personal insurance solutions are specifically designed to protect what matters most to our clients. We offer mortgage, life, disability, critical illness, and long-term care insurance plans that provide financial security in the event of unforeseen injuries, illnesses, or death.

Business Insurance

We provide customized risk management solutions for businesses. Our business insurance plans cater to a wide range of industries and business types, with tailored solutions addressing key person and buy-sell needs, ensuring the continued success and financial stability of businesses.

Employee Benefits

At BTN Financial Services, we understand the importance of attracting and retaining valued employees. Our customized employee benefits solutions offer a diverse range of benefits packages designed to meet the specific needs of individual businesses, resulting in a more engaged and productive workforce.

Retirement Planning

Our retirement planning services help clients create wealth, enhance their quality of life, and achieve financial stability during their golden years. Our experienced financial consultants work closely with clients to develop a stable investment portfolio tailored to their risk tolerance, time horizon, and financial objectives.

Estate Planning

Our estate planning services focus on maximizing wealth creation, preserving assets, and minimizing tax burdens for clients' heirs. We provide personalized and comprehensive estate planning strategies that ensure a seamless transfer of wealth and assets to the next generation, offering peace of mind for our clients.

Tax Solutions

We offer personalized tax planning strategies that help clients enhance their financial well-being and mitigate tax liabilities. Our experienced financial consultants have an in-depth understanding of the tax regulations and are committed to delivering tax solutions that align with our clients' financial objectives.

At BTN Financial Services, we are dedicated to empowering our clients by providing tailored financial strategies that safeguard their retirement, shield assets from unforeseen events, secure income against injury or illness, provide top-tier employee benefit programs, and ensure seamless wealth distribution and succession planning. By prioritizing client education, meticulous needs analysis, transparent disclosure, and exceptional customer service, we are committed to helping our clients achieve their financial objectives while navigating the ever-evolving landscape of the insurance and wealth management industry.