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Obsidian Business Planning Solutions
Financial Services
Rockville, MD 829 followers
Protect & grow your business with continuity, succession & transition planning.
About us
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.
- Website
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https://www.obsidianplanning.com/
External link for Obsidian Business Planning Solutions
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Rockville, MD
- Type
- Privately Held
- Founded
- 1983
- Specialties
- 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, and CEO Succession Planning
Locations
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Primary
2099 Gaither Road
Suite 110
Rockville, MD 20850, US
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9841 Broken Land Parkway
Suite 115
Columbia, MD 21046, US
Employees at Obsidian Business Planning Solutions
Updates
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Todd M. Feldman and Patrick Carroll recently attended the BEI National Conference on Exit Planning, a premier educational forum for exit plan advisors. This conference is always a great opportunity for the Obsidian team to sharpen our knowledge, stay ahead of legal changes, and collaborate with fellow advisors. By staying up to date with best practices, we're better equipped to guide our clients through every step of their exit planning journey. #ExitPlanning #BusinessOwners #ObsidianPlanning #BEINationalConference John Brown
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It is impossible to predict if, when, or how much long-term care (LTC) you or your spouse may require. But LTC costs can significantly alter your financial picture if left unplanned for. The best time to think about LTC is well before you need it. Here’s how: https://lnkd.in/dMNfjdWM #FinancialPlanning #RetirementPlanning #FinancialPlanning #PlanningSolutions
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We know financial planning isn’t just about the numbers, it's about building a future as strong as stone. Our experienced team crafts personalized solutions for individuals and businesses, ensuring every financial decision supports your long-term goals. 📈 Trust us to guide you through every step of your financial journey with professionalism and expertise. Reach out https://lnkd.in/dwDA_iFt #FinancialPlanning #WealthManagement #FinancialPlanning #PlanningSolutions
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Ready, set, retire! But are you really ready? 🤔 In a recent blog, we discussed how to assess your retirement readiness with practical tips and advice. Here are a few key pointers: 1️⃣ Understand your current financial assets. 2️⃣ Set clear and realistic retirement goals. 3️⃣ Create a comprehensive retirement plan. Obsidian is here to help you prepare for a fulfilling retirement. Read the full blog here: https://lnkd.in/dYjK9j39 #RetirementPlanning #FinancialPlanning #ObsidianAdvice #ObsidianGuidance
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Your inbox just got smarter! 📬✨ Want to stay ahead of the financial curve? Sign up for Obsidian's newsletter for top insights, market updates, and practical tips straight to your inbox. Don't miss out on the latest advice to keep your financial plans on track. Click the link below to join our community and stay informed: https://lnkd.in/deijqb53 #Newsletter #FinancialPlanning #PlanningSolutions #ObsidianAdvice
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Thinking about hiring your kids in your business? 👨👩👧👦 Here are some key considerations. Integrating family into your business can be rewarding, but it comes with unique challenges that need to be navigated carefully. 👉Understand legal implications: Ensure compliance with labor laws and regulations. 👉Set clear expectations: Define roles and responsibilities to avoid confusion. 👉Maintain professionalism: Keep personal and professional relationships separate. 👉Plan for succession: Consider long-term plans for the future of your business. Explore these tips and more in our latest article: https://lnkd.in/dxMN8k-T #FamilyBusiness #BusinessTips #ObsidianPlanning
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Need financial guidance? We've got you covered! Join individuals and businesses in confidently managing their wealth with Obsidian Planning Solutions. 🌟 Here’s how: 1️⃣ Schedule a complimentary conversation. 2️⃣ Tailor a wealth management strategy just for you. 3️⃣ Enjoy ongoing support. Benefit from continuous planning, tracking, and monitoring. Take charge of your financial journey today! Reach out to us 👉 obsidianplanning.com #WealthManagement #FinancialPlanning #BusinessSuccess #ObsidianPlanning
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When it comes to retiring, the earlier you begin preparing for it, the better are your odds of achieving your goals. In our latest blog, we unpack a checklist of items we encourage our clients to examine when approaching retirement. How do you measure up? Read the full article here 👉 https://lnkd.in/dYjK9j39 #WeeklyWisdom #ObsidianUpdates
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The devil is in the tax details 🫣 The Secure Act 2.0 updated certain rules regarding retirement accounts. Here are some important retirement account updates you should know: 👉 New RMD age: 73 (starting 2023), rising to 75 by 2033 👉 RMDs eliminated for ROTH 401(K)s 👉 Reduced penalties for missed RMDs 👉 Extended RMD waiver for certain inherited IRAs until 2025 These are just a few of the numerous changes made by Secure Act 2.0. Stay compliant and avoid penalties. Get in touch with us if you need some guidance. https://lnkd.in/dwDA_iFt #BusinessGoals #FinancialPlanning