Services
Services
With our guidance, clients are able to do everything they can to protect themselves and the people they love.
BUILD
Investments
We provide an easy to understand, organized and cohesive investment strategy designed to meet your specific goals and needs.
- Cash Flow Analysis
- Investment Analysis and Recommendations
- Individual Stock Investments
- Bonds – Treasury, Corporate & Municipal
- Exchange Traded Funds (ETF)
- Mutual Funds
- 401k Consulting
- Benefits Consulting
- Income Tax Planning
PROTECT
Insurance
We review what you have and make recommendations based on a combination of what you need and what you want.
- Family Legacy Planning
- Annuities Planning
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Hybrid Life Policies
- Annuities – Fixed and Variable
PRESERVE
Estate Plan
We help you implement a plan designed to maximize the most current tax laws and to preserve your assets according to your priorities.
- Preserving Generational Wealth™
- Estate Tax Planning
- Business Succession Planning
- Charitable Planning
- Family Office Services
- Eldercare Planning and Support
This material is being provided for general information purposes only and should not be construed as investment, tax, or legal advice, or as a solicitation to buy or sell any specific securities product or used as the primary determinant of the best strategy. Security Income Plan may not be suitable for all clients and there is no guarantee it will achieve the same result for all clients.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
service@bppwealth.com | (908) 442-7750