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) 990-4395
2. Enroll in the Lifestyle Protector Program™
3. Track & monitor your success
So 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
Investment advisory services offered through Obsidian Personal Planning Solutions, LLC. Securities offered through Osaic Wealth. Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 2099 Gaither Road,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- obsidianbusinesssolutions.com
- Keywords
- Business Assessments, Buy/Sell, Business Succession Planning, Tax Planning, Personal Insurance Analysis, IRA and Pension Plan Analysis, Estate Planning and Trusts, Business Valuations, College Education Planning, Retirement 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.
- HQ
- Rockville, MD
Obsidian Business Planning Solutions Questions
Obsidian Business Planning Solutions's website is obsidianbusinesssolutions.com
Obsidian Business Planning Solutions's LinkedIn profile is https://www.linkedin.com/company/obsidian-business-solutions
Obsidian Business Planning Solutions has
7 employees.
View email and phone details for 7
employees at Obsidian Business Planning Solutions.
Obsidian Business Planning Solutions's industry is
Financial Services
Obsidian Business Planning Solutions's top competitors are
Norden Lifescience,
Obsidian Insurance Agency Llc.,
Lescault And Walderman (Now A Member Of Tydeco),
Rock And Roll Fantasy Camp,
Thinkfarm,
Obsidian Insurance,
Relevé Financial Group,
The Cavern Club,
Care Veterinary Center - Frederick,
Simply Paraplanner.
Obsidian Business Planning Solutions's categories are Financial Services
Obsidian Business Planning Solutions's founding year is 1983
