Our Simple Process

1. Select A Consult Service

Review our service options to determine what best meets your needs.  Not sure what you need?  No problem!  Call or email us and we will help identify the appropriate consultation.

2. Complete Online Interview

After enrollment and fee payment, you will have access to a secure online interview.  Once submitted, we will get to work preparing an easy to understand report tailored to your specific situation.

3. Personal Consult Delivered

A phone/web consultation is scheduled to discuss your personalized report in detail.  We ensure your questions are answered and information is presented in simplified terms.

Compare Our Services

Medicare Planning

Whether you are a new enrollee or current beneficiary, our Medicare planning services will help ensure you have the right coverage at a cost effective rate.

BBP does not sell insurance plans, so we are solely focused on providing objective guidance tailored to you.

Social Security Maximization

Social Security is extremely complex with over 2,000 rules.  Proper planning can add thousands to your annual retirement income.

BBP will evaluate your options, walk you through the claiming choices and provide you with a detailed step-by-step enrollment plan. 

Complete Retiree Benefit Consult

Designed for clients seeking a one-stop solution for coordinating and maximizing their government
​retiree benefits.

This full service package combines a complete Medicare analysis,
Social Security Maximization and program enrollment support.