The Lifestyle Protector Program™

Obsidian Personal Planning Solutions uses a step-by-step planning process to identify your goals, understand your financial situation, and develop a road map to lead you to the lifestyle you’ve earned.
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Understanding

Complete our Lifestyle Protector Starter Kit to get a better understanding of your goals, personality profile, and risk tolerance.

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Clarity

Achieve a clear understanding of the assets you have to work with and how to best use them to maintain your desired lifestyle.

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Protection

Follow a trusted process to allocate your investments designed to protect your wealth.

 

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You shouldn’t have to scale back your lifestyle during retirement.

  • Do you have a complete picture of your financial situation?
  • Have you invested the time to truly define your life goals?
  • Are you certain you’ll be able to maintain your lifestyle throughout your life and leave a legacy for future generations?

You need a plan that can help you maintain the lifestyle you’ve worked so hard to earn.
With so many variables and options, many don’t know where to start.

Don’t get stuck.

We have a well-defined and proven process that can help you develop the plan you need.

 

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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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Follow a systematic process that documents your goals and helps you achieve them.

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Professional Guidance

We’ve invested more than three decades into the development of the Lifestyle Protector Program™ to ensure you receive the service and guidance you need.

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Tailor-made Strategies

We utilize comprehensive assessment tools to help us develop a tailor-made strategy that helps you realize your unique vision without compromising your values or preferences.

 

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Plan Management

We have assembled a team of trusted advisors who will support you, provide counsel when needed and hold regular meetings to track and monitor our progress.

 

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Maintain your desired lifestyle

Developing a financial roadmap that can guide you to the future and help you get what you want out of life is a complex and time-consuming task. It takes financial knowledge and objective analysis that few possess. Our Lifestyle Protector Program™ can provide the assistance you need to design an actionable plan.

You need to take a long, hard look at yourself and define the goals that best suit you. By assessing your life, understanding your personality and determining your risk tolerance, you’ll be able to develop a plan that truly fits you.

When you organize and analyze all of your financial assets, you’ll have a clearer picture of what you’re working with. This empowers you by allowing you to identify and select from the widest array of options.

Creating a financial plan is just the beginning. It’s no good if you don’t review it regularly to hold yourself accountable and make adjustments as needed. With the right management process, you’ll be much more likely to achieve the goals you’ve outlined.

When you work with Obsidian Personal Planning Solutions, you’ll follow our systematic Lifestyle Protector Program™ to clarify your values and objectives, classify your financial resources, and design a plan that can help you maintain your desired lifestyle and leave a financial legacy.

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Download our Free Guide:

Five Things Designed to
Protect Your Future

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