Fort Worth Asset Protection Planners

Our clients all share a prudent concern about protecting their assets. At Bisdorf Palmer, we have an exceptionally talented and experienced team in place to help them in that area. We concentrate heavily on our role as a Fort Worth asset protection planner because it’s an important part of wealth management. If you’d like to increase your level of asset protection, we’ll find a clear path to that goal.


Our job as your asset protection planner in Fort Worth TX is to minimize your risk exposure.

Ways We Can Help as Your Fort Worth Asset Protection Planner

Over the years, we’ve discovered many ways to help protect our client’s assets.

Here are some general examples*:

  • LLC formation
  • Tax Planning
  • Dependable Insurance Options
  • Repositioning Asset Ownership
  • Location of the Business

When we go more in-depth, we’ll discuss many other examples and how we would implement them under your specific parameters and goals. When you hire us to be your asset protection planner in Fort Worth TX, you get a proactive partner offering continuous guidance.

Our clients put great trust in us as their Fort Worth asset protection planner and we take that trust seriously. Bisdorf Palmer follows the CFP® Board’s Code of Ethics and Standards of Conduct stringently as part of our fiduciary standard. Additionally, it’s worth noting that large financial institutions on Wall Street have SIPC (Securities Investor Protection Corporation) asset protection for their clients. Through Bisdorf Palmer’s partnership with Commonwealth Financial Network®, you would have those same SIPC asset protections.

As your asset protection planner in Fort Worth TX, we look forward to exploring all the ways to strengthen your portfolio under the various market conditions to come.


Contact Bisdorf Palmer: Your Fort Worth Asset Protection Planner

There are many effective strategies to safeguard your assets as your trusted asset protection planner in Fort Worth TX. Together we’ll explore some potential options after our preliminary meeting. We like to hear about your goals for the future and to create a realistic timeline for them. That applies to all your goals – not just the financial ones.

We look forward to our first meeting and explaining all that we can do for you as your Fort Worth asset protection planner.

We’re happy to set up an appointment by phone at 682-224-4001.


Investing the Way it should be