As a business owner, you’re used to making difficult decisions. You have to decide on operational issues, marketing campaigns, human resources policies, and a million other details every day. The key to your success is getting the right information, accurate data, and realistic options from your team. But when it comes to your eventual business succession and retirement, where will you turn for the resources you need to make those decisions? Obsidian Planning wants to help you make those decisions and manage your legacy your way!
We begin with an interview and an inventory of your profile and assets. This will help you become aware of both your personal and professional assets so that you can better manage your estate.
With a clear understanding of your resources and tendencies, you can start to make decisions regarding the distribution and management of your assets. Obsidian identifies the critical data and provides experienced guidance on your options and the required steps and pitfalls associated with each.
Once you have a plan, you’ll need supporting documents and long-term direction to ensure you remain on track. That’s why your team of estate planning financial advisors will schedule and meet with you as you move toward your goals.
As a small business owner, your long-term financial plans are more complex and require more consideration. We can deliver a plan that will help you ensure your decisions and directives are carried out and your personal and professional legacy is preserved.