available now! Chaos to Joy, a new Book by BPP Founder Debra Schatzki
Stories that will inspire you to build, protect and preserve your wealth, and more importantly, find your financial peace of mind.
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Our Planning Process
The following are essential elements of our process.
BUILD
If I live a long life, will I be able to continue living in the lifestyle I’ve become accustomed to?
PROTECT
If I become disabled, how do I want to be cared for and can I afford this level of care?
PRESERVE
If I had died last night, would my assets go to whom I want with tax efficiency?

You deserve your own Security Income Plan®.
No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
Ready to get started? We are ready to help.
Contact UsLearning Center
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

The Great Debate Continues: Active vs. Passive

Medicare At 65+

Should You Borrow from Your 401(k)?
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Download our Free Social Security Ebook!
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.