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.