Services
Wealth ManagementWe know that the majority of people in today’s society have no clue about how to build true long-lasting wealth. Then you have wealth management firms that only work with the mega-wealthy that have $100 million or more in assets. We are here to drastically change how people build their own wealth and legacy by helping as many people as we can. We are giving every business owner a fighting chance to learn what the wealthy do and get the results the wealthy get.
‘The Wealthy Understand That Asset Protection Is Not Just About Avoiding Losses, But About Preserving Their Wealth For Future Generations”
-Robert Kiyosaki
Asset Protection Planning
There is nothing worse than working your butt off to acquire assets all then have the world crash down on you and you lose your assets to a divorce, creditors or a lawsuit. Let’s face it those stats above are not good and in today’s society its more important now than ever to protect what you have. Asset protection is the #1 thing the wealthy actually do which typically always includes Family Estate Planning. They protect what they own, then begin utilizing the other wealth strategies to grow and expand their wealth all while protecting their current and new assets. The last thing anyone wants is to lose everything they have worked hard to obtain. Here at OWM and DoWhatTheWealthyDo.com, 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 one-of-a-kind type of asset protection and family estate planning 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 generations to come.
“Tax Planning Is The Key To Legally Reducing Your Tax Bill And Build True Wealth. Its Not About Tax Evasion or Avoiding Any Taxes, But Rather Utilizing The IRS Code At Its Max And Organizing & Maximizing Your Finances In The Most Effective Way Possible”
-Joshwa Fuchs
Tax Planning & Growth Strategies
All the largest companies and most wealthy people in the USA do this. It’s vital to anyone’s success to take advantage of the IRS code and unfortunately, not all Bookkeeping or Accounting/CPA services are created equal. There are many things to take into account with various laws, IRS code changes, economic disasters, payroll, tax credits, and more. So it’s ideal to have a trusted advocate that you can work with quarterly to go over your tax plan and make sure you’re implementing the strategies to help you pay little in taxes. Did you know that it’s much faster to grow your wealth with Acquisitions? Buying out other competitors and other businesses is a far faster way to grow your overall wealth than simply building it from scratch. This is another one of the key secrets the wealthy take and also combines with proper tax planning which is 100% designed to put more money back into your pockets to continue to grow more assets building your legacy.
“The Wealthy Understand Leverage And That By Having Their Own Legacy Leveraged Wealth Bank- (Both Corporate & Personally) It Provides Them The Ability To Take One Dollar And Invest It Multiples Times While Averaging 14%-18% In Returns While Remaining Liquid, And Create Additional Streams Of Tax Free Income All While Offering Additional Benefits To Their Employees & Family Members.”
-Joshwa Fuchs
Legacy Leveraged Wealth Banking
This is designed to amplify returns in one of the world’s safest assets which is the #3 thing all billionaires and mega-wealthy families such as the Rockafellers do when a new baby is born in the family. It’s 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. By having a leveraged bank in your back pocket that is YOUR families, 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 availability followed by liquidity together in one perfect account. There 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.
“The Wealthy Understand Leverage And That By Having Their Own Legacy Leveraged Wealth Bank- (Both Corporate & Personally) It Provides Them The Ability To Take One Dollar And Invest It Multiples Times While Averaging 14%-18% In Returns While Remaining Liquid, And Create Additional Streams Of Tax Free Income All While Offering Additional Benefits To Their Employees & Family Members.”
-Joshwa Fuchs
Trustee Services
All the largest companies and most wealthy people in the USA do this. It’s vital to anyone’s success to take advantage of the IRS code and unfortunately, not all Bookkeeping or Accounting/CPA services are created equal. There are many things to take into account with various laws, IRS code changes, economic disasters, payroll, tax credits, and more. So it’s ideal to have a trusted advocate that you can work with quarterly to go over your tax plan and make sure you’re implementing the strategies to help you pay little in taxes. Did you know that it’s much faster to grow your wealth with Acquisitions? Buying out other competitors and other businesses is a far faster way to grow your overall wealth than simply building it from scratch. This is another one of the key secrets the wealthy take and also combines with proper tax planning which is 100% designed to put more money back into your pockets to continue to grow more assets building your legacy.
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 person’s estate.
Family Estate Planning
“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. But is it the best option? There are also things called state and federal estate tax that happens when you must go through probate. This is taxed on all 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. 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.Legacy Leveraged Life Banking
One of the top things the wealthy do is utilize and obtain a Legacy Leverage Life Bank™ structure. The reason being is this provides a 100% tax-free retirement, liquidity, and double-digit growth. Not to mention it’s 100% risk-free, recession-proof, has been through every recession you can think of for the past 160 years and is going strong.
Retierment Strategies
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. Their are many things to take into account with various laws, IRS code changes, economic distasters, payroll, tax credits and more.
There are multiple strategies that one can take to maximize their 401k funds. There are several steps involved to do this which is why we do this for you if you choose at no cost if you are doing wealth planning with us.
Aquisitions
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 doesn’t 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. 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.
Do You Want To Learn The Exact Steps The Wealthy Take?
If you said YES to the above, then click the button below to Learn the 6 Major Steps the Wealth Take to Establish Long Term Legacy Wealth!