Financial Planning for Seniors

Obsidian Personal Planning Solutions provides customized financial planning for seniors that optimizes resources and supports decisive fiscal management.
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Determination

Use projections and plans to make financial decisions that empower you to live life on your terms.

senior financial planning determination

Prudence

Maintain a realistic perspective on your lifestyle and how it will evolve as you enter retirement.

senior financial planning prudence

Discipline

Design and implement a budgeting process that ensures sufficient assets to maintain your lifestyle throughout retirement.

senior financial planning discipline

Be Careful with your Financial Resources

  • Do you have a process for evaluating large purchases and their impact on your retirement?
  • Have you set a target date for taking social security?
  • Are you aware of the true costs of life in your post-work years? 

Planning for retirement is part-science, part-art. It’s a game of numbers that is constantly changing. As you get nearer to retirement, there is less room for missteps and mistakes.

Now more than ever, you need to be careful and cautious with your financial resources. We can help you feel more confident and be more prepared for the future you’ve always imagined.

 

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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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Get the clarity and freedom that comes with financial acumen.

senior financial planning confidence

Confidence

Our thorough and well-defined Lifestyle Protector process is designed to provide you with every confidence in your retirement planning.

senior financial planning simplicity

Simplicity

We make it easy to understand your true financial picture and the options that you have available to you to realize your lifetime goals.

senior financial planning foresight

Foresight

Our in-depth knowledge of the true costs of retirement will help you consider and be better prepared for what lies ahead.

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Make the Most of Your Resources

It’s been a lot of hard work, but you’ve enjoyed the journey and want to protect and grow the wealth you’ve accumulated in the best way possible. The closer you get to retirement, the scarier the prospect of no longer earning an income and relying on the next egg you’ve prepared. You don’t have to worry. We can help you make the most of your resources.

The first step to preserving wealth is identifying what you have to work with. You need to take a comprehensive and objective look at your current and projected costs and the assets you’ll use to meet and manage both. With our Lifestyle Protector Program, you’ll receive a full and detailed report that defines your unique situation and highlights your available reserves.

Building on this information, you’ll begin to consider future allocations and investments to preserve and strengthen your financial position. We can provide you with real-life and projected cost scenarios that will allow you to develop a realistic plan for sustaining your financial means.

Even if you have the best financial plan ever written, you can’t hope to reach your goals without a regular assessment of your economic position as it relates to your long-term outlook. This takes discipline and accountability. As part of our program, your team of financial advisors will work with you to establish a routine for ongoing plan management and adjustments.

We know it can feel emotionally overwhelming when you finally start seeing the finish line. As your someday becomes your next year, your vision is suddenly real and you are so close that you are afraid of risking it. Well, we’ve seen where you are going and we know the course. Please let us help you navigate these last few miles.

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Five Things Designed to
Protect Your Future

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