We have partnered with several prominent law firms, Financial
Consultants and Insurance carriers in New Jersey and New
York to provide you and your family with the legal documents
that you will need to complete your Estate Plan.
Consultants and Insurance carriers in New Jersey and New
York to provide you and your family with the legal documents
that you will need to complete your Estate Plan.
BPA Financial Group can assist you in the following areas:
Our Mission
To protect you and your
family from the unexpected
financial burdens that may
occur from an illness or
incapacity to function on
your own with State
approved legal documents
and insurance policies.
family from the unexpected
financial burdens that may
occur from an illness or
incapacity to function on
your own with State
approved legal documents
and insurance policies.
- Revocable Living Trusts
- Special Needs Trusts
- Guardianships
- Wills & Estate Planning
- Life Insurance
- Endowment
- Deferred Annuities
- Disability Insurance
| Contact us: 732.241.0800 |
| Certified Public Accountants (CPA) |
We take a proactive approach to tax services. Our team stays
current on changing tax laws and legislation so you don’t have
to. We'll identify key tax-planning opportunities that can
minimize your current and future tax liabilities and help you put
these plans in action throughout the year. Some of our tax
services include:
current on changing tax laws and legislation so you don’t have
to. We'll identify key tax-planning opportunities that can
minimize your current and future tax liabilities and help you put
these plans in action throughout the year. Some of our tax
services include:
- Tax planning and return preparation
- Individual tax returns
- Corporation tax
- Partnerships
- Buy Sell agreements
- 529 college savings and other legal consulting
services
Secure Your Future
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Long Term Care Information
