Comprehensive Financial Services

Obsidian provides the personalized financial services you need to make confident financial decisions and live a fulfilling life.
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Confidence

Your confidence in your financial plan will help you weather the emotions and stress of unpredictable markets and life events.

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Knowledge

Your improved knowledge of the various financial tools and options at your disposal will help you better manage your assets.

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Prudence

Your customized plan will provide you with the focus and diligence you need to manage your wealth long-term.

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Don’t Risk your Financial Resources

  • Do you worry that you’ll be unable to maintain your current lifestyle once you retire?
  • Are you struggling to understand and direct all of the aspects and options of managing your wealth?
  • Do you have the ability to objectively understand your financial planning needs?

There are ways to achieve lasting wealth, and ways you could lose it. That’s why successful people seek the assistance of CERTIFIED FINANCIAL PLANNERs™. You should get specialized experience and knowledge to help you manage your assets.

Don’t risk your financial resources. We offer comprehensive financial planning services designed to protect your wealth.

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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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Receive the guidance and attention your success deserves.

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Comprehensive Services

We offer a complete array of personal financial planning solutions that address all aspects of asset & wealth management and estate planning.

 

Personalized Support

We assign you with a team of experienced advisors that best suit your personality, risk tolerance and long-term goals.

 

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Lifestyle Protection

We provide trusted strategies to help you appreciate and maintain your desired lifestyle throughout your life.

 

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Realize Your Full Income Potential

To realize your full financial potential, you need a comprehensive assessment of your current situation, an understanding of your long-term goals and a customized solution that accounts for your personality, principles, and priorities. The complexity of developing and managing such a plan requires unique and seasoned experience.

Obsidian Personal Planning Solutions has spent more than three decades helping successful people just like you, providing a variety of financial planning solutions that educate and empower.

Most financial solutions start with an assessment and inventory, but it’s difficult to be objective and see the big picture. When you work with Obsidian Personal Planning Solutions, you’ll get a clear understanding of your individual circumstances and the path to achieving your fullest life.

Changing market conditions and legal environments make it a challenge to stay current and aware of the most viable options for protecting your wealth. We work hard to ensure you receive trusted and vetted advice that will serve your needs today and adapt to your needs in the future.

Your customized solution may require asset and wealth management services, strategic financial planning, estate planning services or a combination of these. Whatever your situation, you can rest assured that you’ll be matched with a certified and experienced financial professional who will listen, communicate and deliver the personal financial planning solutions you need to reach your financial potential and leave a legacy that lasts for generations.

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Five Things Designed to
Protect Your Future

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