Financial Planning for Physicians

Obsidian Personal Planning Solutions provides financial planning for physicians that help you manage and preserve your financial resources.


Get the financial management help you need so you can focus on your patients and your practice.


Take the necessary steps to honor your time and preserve the wealth you’ve worked to create.


Develop a greater awareness of the various opportunities to diversify your income and investments.

Optimize your Financial Health

  • Do you feel like you’re drowning in a sea of student loan debt and tax obligations?
  • Are you struggling to find the time to consider your long-term financial outlook?
  • Do you worry about how your retirement will look?

You’ve invested countless hours in the study and practice of medicine. It’s time to taste the fruits of your labor. Unfortunately, it can seem like everyone wants a share of your well-earned rewards. With careful financial planning and management, you can preserve and enjoy more of the wealth and status you’ve achieved.

As a physician, you understand the benefits of specialization. Advanced knowledge and skills in a specific practice area improve your ability to diagnose and treat patients. When it comes to financial planning and long-term preservation of assets, we have that proficiency, and we’re ready to help you optimize the health of your financial resources.

Here’s how you can join other business owners who are confident about their wealth management.

Here’s how you could join other business owners who are confident about their real estate investments.


1. Schedule a 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. Receive a Free Competitive Analysis

You will get a comprehensive analysis to show how your business compares to your competitors.


3. Review, Track, and Monitor Progress

You will have a dedicated planner, a process designed especially for busy owners, tailor-made strategies, and a timely follow-up to keep you on track.

Engage a financial specialist to help you make the best use of your economic resources.

asset wealth management organization


Our team of highly-trained tax specialists carefully analyzes and employs the ideal strategies to minimize your tax burdens.

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We use the latest tax codes and practices to create tax efficiencies that help minimize your overall tax liabilities.

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We help physicians recover from student
loan debt and delayed earnings through planning and investing.

Get the Personalized Treatment You Deserve

You’ve dedicated your life to serving others. You spend your days seeing patients and your nights managing the seemingly endless details of your practice. You’re so busy helping others; you don’t have the time or energy to help yourself. Let us be of service to you. We can help you manage your financial health.

The first step in developing a financial plan is gathering information. We do this through personal interviews, profile testing, and financial auditing. Because no two situations are the same, it’s essential to consider more than just income and financial details. The better you connect your unique character with your available resources, the better you’ll be able to apply financial tactics for achieving your goals.

With a more complementary and realistic awareness of your goals, you’ll be able to make smarter business and financial decisions. The data and insight you’ll receive as part of our Lifestyle Protector Process will empower you to take control of your opportunities and obligations.

When you engage in Obsidian financial planning for retirement, you’re getting access to years of education and experience. We’ve handled everything from debt management and tax strategy to investments and insurance to estate and retirement planning. Your dedicated team of professional consultants will present your plan, then schedule regular checkups to ensure you stay in good financial shape.

Practicing medicine can be stressful and exhausting. You shouldn’t have to worry about the myriad details of managing your financial resources. We’ve helped physicians just like you to create and follow the ideal plan for achieving their financial goals. We have every confidence that our personalized treatment can help you too.

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