Obsidian Business Solutions

Financial Services - Rockville, MD, US

Obsidian Business Solutions Employees
Todd M.

CERTIFIED FINANCIAL PLANNER™, CExP™

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Cynthia Gill

Client Service Associate

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Obsidian Business Solutions Senior Management
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Obsidian Business Solutions Details

Business owners need to strategically plan how to protect their future and grow their business with continuity, succession & transition planning. The problem is, business owners are busy people! At Obsidian Business Planning Solutions, we get it. Our founder, Patrick, experienced the various pain points business owners feel every day, and was committed to finding a comprehensive solution. This is what lead him to develop the Lifestyle Protector Program™, a step-by-step approach to planning designed specifically for the hectic schedule. The sooner you get started, the better because lack of planning could cost or your loved ones thousands or more. It's easy to get started:1. Schedule a conversation by calling (301) 990-43952. Enroll in the Lifestyle Protector Program™3. Track & monitor your successSo schedule a conversation today so you can stop worrying and feel prepared for your future.BUSINESS PLANNING - Designed for successful growing businesses• Business Succession Planning• Buy/Sell, Key Person, and Executive Compensation Arrangements• 401(k) Compliance Check-up• Fiduciary Responsibilities and Mitigation• Retirement Plan Design• Business Assessments• Business Valuations• Employee Assessments

Obsidian Business Solutions logo, Obsidian Business Solutions contact details
Employees: 5 - 9
HQ: 301-990-4395
Location: Rockville, MD, US
Revenue: Not Available
Business Assessments Buy/Sell Investment Analysis Business Succession Planning Tax Planning Personal Insurance Analysis IRA and Pension Plan Analysis Estate Planning and Trusts Business Valuations College Education Planning Financial Planning Retirement Planning Personal Financial Planning Goals-Based Planning Business Exit Planning Third Party Sale Analysis Strategic Planning Business Planning Business Continuity Planning Business Transition Planning Family Business CEO Succession Planning
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