Todd M.

CERTIFIED FINANCIAL PLANNER™, CExP™ at Obsidian Business Solutions - Rockville, MD, US

Todd M.'s Contact Details
HQ
301-990-4395
Location
Rockville, Maryland, United States
Company
Obsidian Business Solutions
Todd M.'s Company Details
Obsidian Business Solutions logo, Obsidian Business Solutions contact details

Obsidian Business Solutions

Rockville, MD, US • 5 - 9 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

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
Details about Obsidian Business Solutions
Frequently Asked Questions about Todd M.
Todd M. currently works for Obsidian Business Solutions.
Todd M.'s role at Obsidian Business Solutions is CERTIFIED FINANCIAL PLANNER™, CExP™.
Todd M.'s email address is ***@smallbusinesssuccessionplanning.com. To view Todd M.'s full email address, please signup to ConnectPlex.
Todd M. works in the Financial Services industry.
Todd M.'s colleagues at Obsidian Business Solutions are Renuka Kulkarni, Patrick Carroll, Cynthia Gill and others.
Todd M.'s phone number is 301-990-4395
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