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Obsidian Wealth Management Services

We know everyones situation is different. From folks that are w2 wage earners to those that are small business owners all the way to those who have larger businesses that are thriving. No matter where you are at, there are always needs you have when it comes to wealth management, tax planing and asset protection. Below you will see how Obsidian assists with all of these.

Tax Planning Growth Strategies

Here at Obsidian Wealth Management, we know how important taxation and planning is when it comes to figuring out where you are, where you want to be and what its going to take to get there. We take a deep analysis of your previous tax returns, tax deductions ect and dive in to your business to see what else you can be doing to minimize your tax liabilities. We have some pretty amzing things up our sleeves that result in helping folks save hundreds of thousands up to the multi millions per year.

Their are many things to take into account with various laws, IRS code changes, economic distasters, payroll, tax credits and more. So its ideal to have a trusted advocate that you can work with semi or annually to go over your tax plan. We work with CPAs and the best part is we simply obtain a donation (another tax deduction) from those whom we save so that you further your tax deduction and reduce tax liability. Our savings analysis is free, however we let the government pay the donation through the savings we provide. We almost guarantee we can find any business some type of savings. It doesnt mean your CPA isnt good, it just means they left some things out and it might be good for us to work with them annually to make sure that you are getting the absolute best tax plan available.

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Risk Free Leveraged LFRA

We have a true "Legacy Leveraged Retirement Account" that provides a 100% tax free retirement, liquidity, and double digit growth. Not to mention its 100% risk free, recession proof, been through every recession you can think of for the past 160 years and going strong. This is designed to amplify returns in one of the worlds safest assets which is the #2 thing all Billionares and mega wealthy families such as the Rockafellas do when a new baby is born in the family. Its our duty to make sure all of our clients utilize this amazing HEDGE as a base in their portfolio no matter what they do for a living. This LLFRA is the safest way to build your retirement as it allows you to earn double digit returns all without market risk. Finally a solution where you can marry safety, insurance, growth, flexibility, tax advantages and availbility followed by liquidity together in one perfect account.

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401(k) Rollover/Strategic Planning

There is no surprise that more and more people are considering rolling over their "STUCK" 401k that they have no control over thats gaining a measly 5%-8% per year. Many people are starting to look at rolling them over and we love that idea. Rolling over your 401k is one of the best things you can actually do. The 401k is an outdated low yield, low growth account that doesnt get you very far. Not to mention you have ZERO control over where the money goes and you have high penalties to access your funds. Here at Obsidian Wealth Management we can help you roll your 401k over with little to no penalties while assisting you with placing your funds into our LLFRA above along with several other strategies that will give you rapid accleration into your retirement and family wealth plan. The best part is its all designed to be tax free when you retire. Want to learn more about why 401k's are a scam? Click on the button below to read our blog that we wrote about it.

Learn More On 401k Rollovers
Why 401k's Are Outdated

Self Directed IRA, LLC's

In today's economy more and more people are sick and tired of losing money or having a very slow performing retirement. Even if you have a traditional IRA, did you know you can have that IRA purchase shares in a IRA LLC and gain access to all the funds in your IRA to invest in higher cash flowing higher yielding returns than the standard portfolio managers you currently have working on your portfolio? If your IRA Custodian doesnt provide a IRA LLC, no problem, you can convert it to a different IRA custodian if yours dosent allow one. Let Obsidian Wealth Management help you with finding the right IRA custodian that allows for Self Directed IRA LLC's (This is for Roths as well and is also a strategy we use for rolling 401ks over) and setting up your Self Directed IRA LLC.

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Asset Protection

There is nothing worse than working your butt off to acquire assets to then have the world crashing down on you and you lose your assets to a divorce, creditors or a lawsuit. Lets face it bad things happen to god people all the time. This could be real estate, vehicles, gold, cryptocurrency, jewelry, your business and much more lost. More people need to start asking the question "how can I protect my assets" and that is when its time to sit down with us at Obsidian Wealth Management so we can devise your plan.

We will guide you through the best ways of protecting your assets while drastically reducing if not eliminating all your risk and taxation. We only provide the best legal "bulletproof" asset protection options out there. Yes there are many to choose from and not all asset protection companies are created equal, however with Obsidian we help structure your asset protection to provide generational protection along with generational wealth. No longer shall you be subject to losing any of your hard earned assets, and the best part is this will last for gnerations to come.

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Family Estate Planning

Did you know that as of Oct 21, 2021 about half of the people (50%) that die do so without having a will in place? That means half of the population out there goes through probate where the state courts have to tally things up and help decide who gets what with that persons estate. "A Will" that is drafted also known as a legal directive of what will happen to their money, assets, debts and properties when they are gone, is one of the very small things that can help with organizing all of this.

There are also things called state and federal estate tax that happens when you must go through probate. This is taxed on all the property, cash, real estate, stocks, and all other asset classes. Now by having the proper Family Estate Plan, you can make sure that you allow your beneficiaries to avoid probate at all costs, have access to bank accounts all while protecting your assets and having a very clearly defined way to ensure your assets are distributed exactly the way you want (in a Trust.) You can even control your assets and funds long after you are gone in a specific Trust just like John D Rockafella. Here at Obsidian this is what we do, we help guide you so that you and your family are not in that 50% listed above. This goes hand in hand with Asset Protection. Take control and get your assets and plan in order by reaching out to us today! To learn more see Asset Protection page. 

Wealth Management-Growing Your Assets

Did you know that the average retirement earns 6%-8% per year in annualized growth? Did you know that the average annual inflation amount is around 3% (remember this is average but not average for 2021 which is more like 5-7%?) So in other words you're truly only getting a few percent annual growth at best. Many tradtional methods of investing such as stocks, bonds, mutual funds are starting to get blown out of the water by newer more streamlined and transparent investing strategies. The key is many of the larger firms want to only push their products so that you only invest your funds with them. Not to mention that many of the government type programs such as IRA's and 401ks restrict you on what you can invest in and have costly fees.

We believe that you should be able to invest in a variety of things giving you the proper HEDGE against loss and deflated USD, along with other high yielding areas you can place your funds that bring you double and triple digit gains or more all while keeping your portfolio very balanced for your strategy type which can be very conservative, medium or aggressive. Here at Obsidian we help you branch out of the old ways and learn about the new ways that can provide you with tax free growth, asset protection, along with a diversified set of high yielding options to place your funds into. All we can do is educate, help you plan but its always your choice to invest. 

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When you partner with Obsidian Wealth Management for your wealth planning needs, you get a purpose driven company looking to give you the sharpest edge in your wealth planning. Claim your complimentary Tax & Retirement plan by scheduling a strategy session call.