Broker Check

25 Mountainview Boulevard Suite 202A Basking Ridge, NJ 07920

(908) 442-7750
service@bppwealth.com
My SIP

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. 
Learn More

Security Income Plan® 

Effective solutions for every stage of life.

Investment Advice

Smart financial advice for the discerning investor.

Insurance Planning

Protect whom and what matters most to you.

Estate Planning

Preserve a legacy that will last.

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?

Learn more

PROTECT

If I become disabled, how do I want to be cared for and can I afford this level of care?

Learn more

PRESERVE

If I had died last night, would my assets go to whom I want with tax efficiency?

Learn more
You deserve your own Security Income Plan<span>&#174;.</span>

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 Us
Schedule a 30-minute introductory call with Lisa

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
Learn More
What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
Learn More
The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
Learn More

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
Learn More

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn More

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
Learn More

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.

Questions? Comments?

Thank you!
Oops!

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.
Thank you! Oops!