Obsidian Wisdom
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Phone: (561) 723-5366
Email: [email protected]
Address:
1719 Secluded Woods Way
Fleming Island, Florida 32003
About Obsidian WisdomWe cater to families retiring within the next five years. We provide comprehensive retirement income planning, personalized investment strategies, and effective expense management to ensure a worry-free and fulfilling retirement. Our expertise extends to healthcare expense planning, addressing the complexities of medical costs. With a focus on holistic financial wellness, we aim to help families not only secure their financial future but also find happiness and fulfillment in retirement.
What differentiates you from the competition?We use a wisdom-based approach that does just focus on wealth management, but wellness, fulfillment and happiness in life.
What are your top selling services or products that your company offers?Retirement planning and portfolio management.
If you had one message to get across to future customers, what would it be?If you're getting ready to retire in the next 5 years and want help feeling happy and not worried about it, don’t worry, I got you.
What is the biggest marketing challenge that you will face in the upcoming year?Managing client expectations as many are forecasting a recession in 2024.
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