What We Do

Asset Protection System™: Three Phases

Our planning can be compared to constructing a fine home or building. Without careful design, expert construction, and on-going maintenance, it will quickly fall into disrepair or even collapse.

Asset Protection Planning requires the same care, expertise, and attention to achieve optimal and lasting results. That is why each client is involved in each step of our comprehensive process to design, build, and maintain their customized Asset Protection System™. This is the only kind of client-advisor relationship that can meet our client’s objectives. It works because of a dedication to client service, which has been the keystone of BLPG since its inception in 1985.

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“Kathy and I loved the Asset Protection System™ Scorecard™. We saw our estate more clearly than ever before. We felt like all the details had finally come together and we understood which assets were at risk and how much risk. We thought we had put things together pretty well, but when we got our Scorecard we realized how the individual parts of our planning should work together and that each asset needed to be reviewed and placed. We are really glad we had our system put together; it has made a huge difference in our lives.”

Dr. Tim from Illinois


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