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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. 
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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?

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PROTECT

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

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PRESERVE

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

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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.

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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.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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Your DNA Test

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.
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Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

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

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