Todd Cfp's Contact Details

Todd Cfp's Company Details

Obsidian Business Planning Solutions

Rockville, MD, United States • 1 - 10 Employees
Financial Services

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