Get the Strategic Financial Planning You Need
- Have you defined how and when your assets will be distributed after you’re gone?
- Are you doing all you can to help your loved ones minimize taxes and avoid probate?
- Do you have a trusted relative or friend who can manage your legal and financial affairs if you become incapable?
You’ve worked hard and sacrificed to earn the lifestyle you and your family enjoy. You need to protect that lifestyle for future generations. You need to develop a plan to ensure your loved ones can continue to enjoy those comforts. It’s not easy to think about and even harder to talk about. The difficulty doesn’t change the fact that estate planning is a must-have for individuals in your position.
You don’t have to go it alone. We can walk you through the process of estate management and provide the strategic financial planning to protect your beneficiaries and the wealth entitled to them.
Here’s how you can join other business owners who are confident about their wealth management.
1. Schedule a No-obligation Conversation
Your time is valuable, and we don't want to waste it. 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.
Receive the guidance you need to direct your estate.
Foundation
We combine years of experience with your respected wishes to help you build a financial foundation for your loved ones.
Administration
Our estate planning process includes ongoing review and guidance that adapts to life and legal changes.
Resolve
We work with you to help you find the strength and wisdom you need to address delicate end-of-life issues.
Planning provides guidance to carry out your wishes
Estate planning can be an emotional and labored process. Unfortunately, the difficulty of dealing with such an uncomfortable subject causes many to put it off or even avoid it altogether. Don’t make this mistake! Trust our experience and professionalism to guide you in defining and assuring your long-term financial intentions.
Every estate plan begins with a thorough inventory of assets and liabilities. Your inventory should include names, contact information and your intention for each. We can help you create and update this list through our diligent administrative process.
Once you have a complete assessment of your financial situation, you’ll need to make some difficult decisions. You need to understand the best strategies for protecting your wealth and those who will be inheriting it. At Obsidian, we are constantly working to improve our experience in effective tactics. Our suggestions aim to best minimize any financial, legal and interpersonal issues that might arise. This allows you to rest assured that your legacy will endure.
Because an estate plan is a living, breathing document, it requires regular review and revision. Constantly-changing legal statutes and family dynamics present constant challenges. Our team of estate planning financial advisors will meet with you frequently. Together, we’ll assess any changes that might require adjustments to your plan. This diligence provides you with confidence that your life’s work will be cared for with the respect it deserves.
We know estate planning can be stressful. Please let us serve as your financial advisor and guide you through the pitfalls and obligations of generational asset and wealth management.
