THE OPPORTUNITY
Are You Making the Most of Your Options?
Individuals, families, and business owners face financial decisions every day. But some of the most valuable opportunities are the ones that never make it into the conversation.
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Could your business support a more advanced retirement plan?
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Are you protecting what matters most?
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Are your financial professionals working toward the same goals?
The right conversation can open doors you didn't know existed.
GOOD PLANNING TAKES MORE THAN ONE PERSPECTIVE
Your financial decisions are connected. Your advisors should be, too.
We work alongside accountants, attorneys, retirement plan specialists, and other professionals to help you evaluate opportunities and coordinate the next steps.
Specialized experience. Collaborative thinking. Practical action.
WHAT WE DO
What Can We Help You Accomplish?
We bring specialized experience and trusted resources together to help business owners and families plan, protect, and prepare for what's next.
01 PENSION & RETIREMENT PLANS
Our core specialty includes cash balance plans, defined benefit pensions, and 401(k) profit-sharing strategies designed around business profitability, contribution objectives, and long-term retirement goals.
02 BUSINESS & EXECUTIVE PLANNING
Strategies to help protect businesses, owners, key employees, families, and the income and assets they depend on.
03 EMPLOYEE & GROUP BENEFITS
Designing employee benefit solutions that help businesses attract, retain, and protect their teams while balancing coverage needs and costs.
Describe your service here. What makes it great? Use short catchy text to tell people what you offer, and the benefits they will receive. A great description gets readers in the mood, and makes them more likely to go ahead and book.
05 DISABILITY & LONG TERM CARE PLANNING
Helping individuals, business owners, and families protect their income, independence, and financial security against unexpected health and care needs.
06 LEGACY & FAMILY PLANNING
Helping business owners and families protect what they've built, prepare for the next generation, and create a lasting legacy.
04 RISK MANAGEMENT & PROTECTION
RAISE THE BAR
It's More Than Our Name. It's How We Work.
We believe financial planning should go beyond products and transactions. Raising the bar means asking better questions, exploring opportunities others may overlook, and bringing the right professionals together to help you make informed decisions. We don't just help you plan for the future. We work alongside you to help move your goals forward.
INDUSTRIES WE SERVE
Your Business. Your Industry. Your Goals.
We work with entrepreneurs, professionals, and business owners across a range of industries, helping them explore retirement planning opportunities, protect what they've built, and prepare for what's next.
OUR PROCESS
Let's Make Planning Simpler.
1 / Let's Connect
We start with a conversation to learn about you, your business, your family, and what you hope to accomplish.
2 / Understand Where You Stand
We review your current financial picture, identify opportunities, and explore the gap between where you are and where you want to be.
3 / Build Your Financial Blueprint
We outline strategies and next steps tailored to your goals. Together, we determine whether working together is the right fit.
4 / Put Your Plan Into Action
We help implement your strategies and coordinate with other professionals as needed to bring your blueprint to life.
5 / Review and Adjust
We meet annually, or as needed, to revisit your goals, review your strategies, and make adjustments as life and business evolve.
You don't need to know which strategy you need before contacting us. That's what the conversation is for.
MEET OUR
FOUNDERS
With over 30 years of combined experience, our team brings specialized knowledge, different perspectives, and a collaborative approach to every relationship.
When you schedule a conversation with RTB Advisors, you'll connect directly with an experienced member of our advisory team who takes the time to understand your goals and explore opportunities with you.
It starts with a conversation and may last a lifetime.
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Adam Bar
MBA, CLF, CEPA
Founder
Business & Financial Services
Amanda Bar
MBA, EA, CEPA
Co-founder
Business & Financial Services
Boutique by Design. Collaborative by Nature.
RTB Advisors is a boutique financial firm based in McKinney, Texas, working primarily with entrepreneurs, service-based business owners, and families.
For nearly a decade, we've specialized in pension and retirement plan design while helping clients address protection needs and prepare for important financial decisions.
We believe the best relationships begin by listening, understanding your goals, and working together to move forward.
The best way to get started is to book a meeting with our team via Zoom or in-person. Office Visits by Appointment Only.
7300 State Highway 121, Suite 300
McKinney, TX 75070
LET'S
CONNECT
Your Privacy Matters
Please do not include Social Security numbers, financial account details, medical information, or other sensitive personal information when scheduling your appointment. If confidential information is needed, our team will provide instructions for secure communication.