Don’t Do It Alone
- Do you worry that you’ll outlive your savings?
- Are you concerned about the potential effects of market loss and inflation on your nest egg?
- Do you have a plan for managing your medical and long-term care costs to ensure you don’t burden your loved ones?
Planning for retirement is a lifelong commitment that requires a solid plan and diligent oversight. It takes a team effort to maintain the objectivity and accountability to make this commitment. Unfortunately, many successful individuals think they can do it themselves.
You don’t have to do it alone. We can help.
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.
Acquire the insight and instruments for a worry-free retirement.
Our assessment and interview process will provide you with a deeper awareness of your personal philosophies and goals.
Your personal financial professional will schedule and meet with you regularly to track your progress and make necessary adjustments.
Our comprehensive planning process has been designed with the sole focus of ensuring your ability to maintain your desired lifestyle.
Enjoy a personal approach to retirement planning
Financial planning for retirement is not a set-it-and-forget-it solution that guarantees an income for life. It requires honest self-reflection, expansive financial knowledge, and personal discipline that don’t come naturally to many people. That’s why we’ve built a systematic approach that helps you gain the knowledge and develop the skills you need to reach your retirement goals.
While there have been many similarities among the clients we’ve served over the years, everyone has a unique definition of “the good life”. Obsidian uses respected assessment tools to guide you to the realization of what this means to you and your family. When you work with us, you’ll develop a clear picture of where you are, what you want, and where you are going.
The greatest challenge to retirement planning is mastering the processes and tools used to grow and protect wealth. You need to know your options and be able to assess how each can impact your future. Our applied experience provides you with the education and insight you need to make the best possible decisions along your unique path to lasting financial independence.
At Obsidian, we take a personal approach to financial planning for retirement that delivers customized strategies and lifelong oversight. You will be assigned your own planning partner who is dedicated to supporting you, providing counsel, and monitoring your progress so you can confidently enter and enjoy your golden years.