Wealth Management for Business Owners

Obsidian Planning Solutions helps owners and entrepreneurs manage their assets, real estate, and investments with confidence.
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Clarity

Understand the balance between your personal and business assets.

wealth management clarity

Confidence

Know how to make the best decisions for your personal and business finances.

wealth management confidence

Freedom

Leverage your assets to live a fulfilling life and leave a legacy.

wealth management freedom

Your future shouldn’t rely entirely on your business.

  • Is your business your biggest asset?
  • Do you have a nest egg outside your business?
  • Can your business survive and thrive without you?

You deserve to prioritize planning for your financial future and your family’s security.

It’s time for you to make sure you have a balanced retirement plan that realizes the full potential of your personal and business assets.

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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 timely follow-up to keep you on track.

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Imagine the possibilities when you have an integrated continuity, financial, and transition plan. 

 

wealth management continuity assessment

Continuity Assessment

Our team will review your documents diagnostically to identify any gaps.

wealth management financial planning

Financial Planning

We’ll use your questionnaires and assessments to understand your goals.

wealth management owner transition planning

Owner Transition Planning

We’ll help you examine how and when to ideally transition your business.

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We love watching you succeed

You want to be a financially confident business owner. To do that, you need a trusted advisor who understands the complexities of how your business impacts your financial situation. The problem is, the uncertainty leaves you feeling nervous because your business is your biggest asset. You shouldn’t have to lose sleep over the state of your financial security. 

Few understand the intricacies and strategies required to optimize the long-term values of both their investments and their business. While your business is generally your greatest retirement asset, it’s important to understand and utilize your personal assets, like real estate, to balance both risk and opportunity. We understand how your personal finances are intertwined with your business finances and work to leverage both.

Like many owners, your schedule is hectic, which is why we have developed a step-by-step process specifically designed for business owners. Our team of experts is ready to create a financial plan that’s as unique as you so you can maximize the benefits of business ownership, and live life to its fullest.

So, schedule a conversation today, so you can stop worrying and start having confidence in your wealth management strategy.

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