Our Services

While developing a customized financial strategy we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:




  • Business Succession, Exit and Transition Planning
  • Executive Compensation Benefits
  • Medicaid  Asset Protection Planning
  • Retirement Strategies
  • Social Security Timing Strategies
  • Funeral Planning and Funding
  • Veteran's Pension Benefits - Aid and Attendance
  • Tax Free Income Planning/Tax Strategies
  • Estate Conservation
  • Life Insurance and Annuity Product Design
  • Disability Income 
  • Group and Individual Medical Insurance
  • Group and Individual Long Term Care Insurance
  • Medicare Supplement Planning


Educational Services:  

BPBP GROUP offers Workplace Financial Educational Courses as a benefit to employees of firms.  This inexpensive benefit helps educate the employees in the areas of overall financial planning.  The courses can range from 1 hour to a 6 hour comprehesive course which is held at the employer's location.  The courses can also help the employer satisfy some of the Erisa and Pension ACT 2008 eligibility requirements.  


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Benefits For Worksplace Financial Education

Examples of Workplace Financial Course