Secure Your Financial Future
Explore unparalleled finance and insurance solutions tailored for your optimum wellness.
Get in touch
Send us a message and we'll get back to you as soon as we can. Receive our zoom link upon completion!
Experience Financial Excellence
Business Financial Advising
Expert guidance from one of our trusted partners tailored to meet your goals. Unparalleled retirement planning, tax shelters and reinsurance for large businesses!
Insurance Coverage Evaluation
Comprehensive analysis of your current coverage to ensure you're protected adequately. With out health share, workers compensation, life insurance for business partnerships & employee health coverage programs we are able to cover businesses & individuals!
Lunch N' Learn
Join our weekly Lunch N' Learn to stay up to date in the finance world! Every Wednesday at 12pm EST! Fill out the form above and receive the link!
About us
Welcome to BT Financial located in the heart of downtown Indianapolis, where we're committed, to supporting medium sized businesses in achieving financial success. At BT Financial we recognize the obstacles that businesses encounter when trying to increase profits in an environment. Our goal is clear yet impactful; to assist businesses in safeguarding their finances by optimizing costs in areas like taxes, insurance and other financial services. Through our expertise and personalized approach we lead our clients through assessments, education and customized solutions to ensure they make informed decisions that promote growth and prosperity. Whether you aim to reduce tax burdens secure rates from providers or enhance your understanding of choices we are here to guide you at every stage. Join us on the path to empowerment as we work together towards a future, for your business.
Services FAQ
What financial services do you offer?
We offer a range of financial services including retirement planning, tax shelters & reinsurance.
Do you provide insurance services?
Yes, we offer various insurance options such as life, health, and workers compensation.
Can you help with financial planning?
What sets your financial services apart?
How can I get started with your services?
You can reach out to us for a consultation by filling out the "Get in Touch" portion of this page or give us a call! One of our team members will reach out and set an appointment time with you!