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
Obsidian Business Planning Solutions
Financial Services
Rockville, MD 826 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 Advisory Services offered through Obsidian Personal Planning Solutions, LLC. Securities are offered through Triad Advisors, member FINRA/SIPC. Obsidian Personal Planning Solutions, LLC, and Obsidian Personal Planning Solutions, Inc, are not affiliated with Triad Advisors.
- 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
Get directions
2099 Gaither Road
Suite 110
Rockville, MD 20850, US
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Get directions
9841 Broken Land Parkway
Suite 115
Columbia, MD 21046, US
Employees at Obsidian Business Planning Solutions
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Patrick Carroll, CFP®
Founder and CEO
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Ashley Helm
Financial Planning | Legal & Regulatory Compliance | Risk Assessment & Mitigation | Business Administration | Customer Satisfaction & Retention |…
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Amy Holt
Executive Assistant at Obsidian Business Planning Solutions
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Stephanie Mendez
Administrative Assistant at Obsidian Planning Solutions
Updates
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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
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The Jewelers Guild Conference is always a highlight in our calendar. Todd Feldman spoke at the recent Westin Long Beach conference and addressed the pitfalls that many business owners make when it comes to succession planning, continuity planning and owner exit planning. #BusinessSuccess #KnowledgeSharing #Obsidian
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Stay ahead with the latest in financial planning, estate planning, risk management, and retirement planning - delivered weekly! 📬 Join our newsletter for fresh insights, market updates, and everything Obsidian. Sign up here: https://lnkd.in/deijqb53 #WeeklyWisdom #ObsidianUpdates #FinancialInsights #StayInformed
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Todd M. Feldman CFP®, CExP™ and Patrick Carroll, CFP® spoke at the Inspection Go Aspire Conference in Alexandria Virginia. This mastermind group aimed to help attendees transform and grow their businesses. #Growth #Obsidian
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The financial road is complex, don't do it alone. Our team is ready to guide you every step of the way. 😉 Give us a call and let’s see how we can make this journey easier for you: https://lnkd.in/dwDA_iFt #ObsidianPlanningSolutions #FinancialAdvice #FinancialPlanning #OPSMeme
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Thinking of turning your home into a rental property? 🏠 Recently, we've discussed topics like cash vs. mortgage and capital gains. Today, let's tackle another common question: whether to sell your home and buy another for rental purposes. Why consider selling your primary residence for a rental property? 👉 By selling and reinvesting, you establish a new cost basis for tax purposes. 👉 Remember the "2 of 5 Rule", to maintain eligibility for the $250,000 profit exemption. Want to chat about the financial implications? Reach out! We're here to help you make the best decision for your situation. https://lnkd.in/dwDA_iFt #RentalProperty #FinancialDecisions #ObsidianPlanning #PropertyTips
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Stay ahead of the curve with our weekly newsletter. Stay up to date with the latest market updates, from the economic effects of the collapse of the key bridge, as well as invaluable insights and advice. 🏤 Whether you're planning for the future or navigating today's financial landscape, our insights here to help you navigate the financial journey. 📨 Subscribe to our weekly newsletter for the latest news and updates: https://bit.ly/49rOVi0 #WeeklyWisdom #ObsidianUpdates #Newsletter #WeeklyMarketUpdate
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Want to expand your investment portfolio? Consider real estate! It offers opportunities for growth and income. In our latest blog, we dive into how different real estate investments can enhance your financial health, here’s a sneak peek: 👉 Primary Residences: Build and leverage equity for financial flexibility. 👉 Rental properties: Provides cash flow and long-term capital appreciation. 👉 Commercial Real Estate: Unlock tax benefits and income as a business owner. 👉 REITs: Access real estate markets with the ease of stock investments. Have a look at the full blog for some really great insights on how real estate can be a cornerstone of your wealth-building strategy: https://bit.ly/4dlRtkV Build a stronger future with strategic property investments. 🏠🌐 #RealEstateInvesting #WealthBuilding #InvestmentTip
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Let's break it down for you - our specialized services cater to both personal and business financial aspirations: 👨👩👧👦 Personal Services: From wealth management to strategic retirement planning. 🏢 Business Services: Comprehensive solutions from continuity management to succession planning. Want to read more on how we can help? Connect with us: https://lnkd.in/dwDA_iFt #ObsidianExcellence #FinanceSimplified #ObsidianPlanningSolutions #Services
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