How much is enough for retirement? That is the question. 🤔 Thinking about retirement? It’s more than just covering basic expenses. Here are some key points to consider: 1️⃣ Factor in healthcare, travel, and rising costs of living. 2️⃣ Build a financial buffer for unexpected expenses. 3️⃣ Know your retirement number based on your lifestyle goals. At Obsidian, we help you plan with confidence. Ready to secure your future? Contact us today: https://lnkd.in/dMJyvjiu #RetirementPlanning #FinancialSecurity #ObsidianPlanning
Obsidian Business Planning Solutions
Financial Services
Rockville, MD 830 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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Did you know that portfolio diversification can be an effective way to manage risk in uncertain markets?* 🌍 Whether it's balancing between equity, fixed income, or cash, diversification can help manage volatility. You could get these kinds of insights—and more—every week in our newsletter. From market updates to estate planning, we've got your financial needs covered. Subscribe now to stay informed: https://lnkd.in/deijqb53 #ObsidianPlanning #FinancialInsights #WealthManagement #MarketTrends *There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment.
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Building a legacy takes more than just hard work, it takes strategy. 🛠️ At Obsidian, we’re committed to helping you build a sustainable future. Here’s how we can support your journey: ✅ Risk management: Protecting your business against unforeseen challenges. ✅ Retirement planning: Ensuring your future is as bright as your present. ✅ Comprehensive strategies: Aligning every aspect of your business with your long-term goals. Want to talk about any of the above? Get in touch: https://lnkd.in/dMJyvjiu #LegacyPlanning #StrategicGrowth #ObsidianPlanning #BusinessStrategy
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How are rising interest rates affecting your bottom line? 📈 In a recent newsletter, we looked at the impact of recent economic changes on businesses like yours. With our many years of experience, Obsidian is here to provide strategic advice that aligns with your financial goals. Don’t let market volatility catch you off guard. Get in touch with us to secure your financial future: https://lnkd.in/dMJyvjiu #FinancialPlanning #InterestRates #BusinessAdvice #ObsidianPlanning
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Thinking about your golden years? 🕰️ Long-term care planning might not be the most exciting topic, but could be essential for protecting your future. In a recent blog we break down everything you need to know to stay prepared. Here’s a sneak peek: 1️⃣ Understand the importance of early planning. 2️⃣ Evaluate your insurance options. 3️⃣ Consider the role of government programs. At Obsidian, we're committed to helping you navigate the complexities of long-term care. Read the full blog here: https://lnkd.in/dMNfjdWM #LongTermCare #FinancialSecurity #ObsidianPlanning #ObsidianGuidance
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Let’s make your inbox a little brighter! 🌟 Our weekly newsletter is packed with great advice, market updates, and actionable tips to help you navigate the financial landscape with confidence. Don’t miss out on the insights that can make a real difference to your business and financial planning. Sign up today and get the latest delivered straight to your inbox: https://lnkd.in/deijqb53 #NewsletterSignUp #FinancialPlanning #ObsidianInsights #StayInformed
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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