ATTENTION: Business owners

Protect What Matters Most

Safeguard your family, your employees, and your business with the right coverage.

"The Only Advisory Firm That Helps You Find Your Space AND Protect What's Inside It..."

Overview


Life is unpredictable — but your protection doesn’t have to be. With our life, health, and annuity solutions, you’ll know that no matter what happens, your future is secure.

Insurance Solutions

Protect your business and family with:

✅ Key person life insurance

✅ Buy-sell agreement funding
✅ Group health benefits

✅ Executive retirement planning

✅ Business owner disability protection

✅ Tax-deferred annuities

Why Choose Us


We don’t believe in cookie-cutter policies. We take the time to understand your goals, then design coverage that truly fits your needs — and your budget.

Protect Your Legacy Now

Providing peace of mind
and financial protection

for your business and your
loved ones.

Secure Your Health Today

Coverage to ensure

your well-being
and medical care.

Build Guaranteed
Retirement Income

Secure your

retirement with

guaranteed income

solutions.

Protect Your Business Legacy

Providing peace of mind and financial protection for your business and its continued success.

The Complete Business Owner Solution

Most business owners work with 5+ advisors who never talk to each other: a realtor, an insurance agent, an accountant, CFO, and marketer.

At ITB Advisory Group, we coordinate all of these services under one roof, ensuring your real estate decisions align with your tax strategy, your insurance protects your property investment, and your growth plans are financially sound."

Ready to Join Team ITB?

No matter where you are in your career, we'll meet you there —
and help you take the next step toward a stronger, more rewarding future.

ITB Advisory Group provides business advisory, accounting, tax, insurance, and marketing consulting services.
Tax services are not a substitute for legal advice.
Insurance products and services may be subject to state licensing requirements and availability.
Please consult with one of our licensed professional regarding your specific needs.

Copyright 2025. ITB Advisory Group, LLC.. All Rights Reserved.