BPU Investment Management, Inc.

BPU Investment Management, Inc. (BPU) is a federally Registered Investment Advisor (RIA) and FINRA registered broker-dealer, member FINRA/SIPC. BPU engages in three distinct lines of business

Asset Management – by definition – is the process of dividing investments among different kinds of assets (such as stocks, bonds, real estate and cash) to optimize the risk/reward trade-off based on an individual’s or institution’s specific situation and goals. This is a key concept in financial planning and money management.

BPU’s Asset Management Services are directed towards high net-worth families, non-profits and retirement plans. BPU began its RIA operations in 1991 with the purpose of providing comprehensive personal financial education programs and individualized financial counseling to the employees of area corporations. Today, in addition to its education and counseling programs, BPU provides comprehensive wealth management, investment consulting and fee-based asset management services for individuals,retirement plans, foundations, and corporations.

Financial planning services: Be a Good Tax Planner

Our financial needs are multi-faceted. You need to save. You need to invest. Sometimes you need to do tax-efficient investment. You want to plan for the education of your child, for a home and sometimes for your retirement. If you are running a company then there is no dearth of need of financial consultancy regarding various issues. Now, all these cases need knowledge and a little expertise. For gaining that knowledge and expertise you can opt for a financial planning services firm.

A financial planning services firm is that firm which plan your finance by offering useful services. They offer valuable advices for your protection, pensions, mortgage services, investment & savings, healthcare, tax planning and also group employee benefits. Whether you are an individual or a corporate client, you can get good advices from these firms. You can expect appropriate advices because these firms are made up of finance researchers who are qualified professionals, carefully selected and rigorously trained. Most of them are chartered accountants who can understand each movement of market. In fact this is an essential service because taxation is the biggest issue for any corporate establishment. And a Financial Planning Services firm can be a great way to be aware of day to day changing in taxation laws. This is how you can minimise taxation liabilities. You can also get advices about state tax issues like land tax, payroll tax, stamp duty, goods and services tax etc. So, choose a firm and take good taxation decisions.