Prepare For Your Future and
Get What You Want Out of Life

Obsidian Personal Planning Solutions helps people develop a financial roadmap designed to realize their dreams and preserve their lifestyle. 

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Asset & Wealth
Management

Live your best life. Let’s look at your complete financial picture, your goals for the future, and design a plan to keep you on track.

Estate Planning

Have peace of mind. You’ll take comfort knowing your family has a plan to manage finances after you’re gone.

Insurance
Analysis

Prepare for life’s curveballs. Review and establish coverage to help cover you for unforeseen events.

Retirement
Planning

Understand your future financial needs. With comprehensive planning, you can make informed spending decisions now and in retirement.

Strategic Financial
Planning

Use a multi-prong approach. Discover the possibilities when you consider diversification.

Hardworking people deserve personalized service

Clarity

Establish your goals and priorities

Insight

Understand your financial situation

Security

Uncover possible insurance gaps and risk profile

Accountability

Friendly prompting to keep you on track

Freedom

Awareness to make well-informed decisions

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Comprehensive
planning isn’t
just about money.

Do you worry about having enough money to live on in the future?

What does it mean to you to live life to its fullest?

Do you feel you can adequately preserve your lifestyle? Even in the event of an accident?

Do you view money as a way to care for your family, your community and aspire to leave a lasting legacy?

Financial planning may feel overwhelming, but it doesn’t have to.

Here’s how you can confidently design your future.

1. Schedule a No-obligation Conversation

Let's get to know each other and see if there's a fit with a complimentary, no-obligation conversation.

2. Enroll in the Lifestyle Protector Program™

Our step-by-step approach is designed to help you grow and protect your wealth and lifestyle, and preserve your family legacy.

3. Track & Monitor Your Progress

Together, we'll closely monitor your progress, so you can stop feeling worried and get back to living life to its fullest.

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Other People We Help

Your situation is one-of-a-kind and so are you. Discover how you can plan for your future so you can get the most out of life.

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We love watching you live a fulfilling life.

We’ve been helping people just like you make informed financial decisions for over 35 years. We understand your desire to be financially confident. You need detailed knowledge of what money you have to spend and how to plan for your retirement appropriately.  However, a complete financial plan isn’t just about money. Proper planning includes participating in a detailed and comprehensive process. Every plan starts with documenting your life goals. Then we review critical papers, like your estate and insurance documents. And finally, we will work together to develop and implement a plan to achieve the future you’re hoping for. There may be an endless opportunity when you prepare. So stop worrying about tomorrow. Let’s get started today.

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Download our Free Guide:

Five Things Designed to
Protect Your Future

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