How to save on insurance without losing coverage ???? Try these quick tips: ? Bundle and compare – Shop around, increase the deductible and check out bundling your policies. ? Raise your deductible – Lower your monthly costs if you can cover a higher out-of-pocket expense. ? Check for overlap – Roadside assistance may already be included with AAA or your car’s warranty. ? Increase your credit score – A better score can result in lower rates. ? Review a C.L.U.E report – Check a property or car’s claim history before buying. Read more in our newsletter here: https://lnkd.in/dYC7P62G #InsuranceSavings #SmartMoneyMoves #ObsidianInsights #FinancialAdvice
Obsidian Business Planning Solutions
金融服务
Rockville，MD 835 位关注者
Protect & grow your business with continuity, succession & transition planning.
关于我们
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.
- 网站
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https://www.obsidianplanning.com/
Obsidian Business Planning Solutions的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Rockville，MD
- 类型
- 私人持股
- 创立
- 1983
- 领域
- 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和CEO Succession Planning
地点
Obsidian Business Planning Solutions员工
动态
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Smart financial decisions start with the right insights. ?? Get expert tips, market updates, and wealth-building strategies delivered straight to your inbox. Stay informed, stay ahead. Subscribe now: https://lnkd.in/deijqb53 #FinancialSuccess #WealthBuilding #ObsidianInsights
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Tax planning you can still make before April 15th! ?? Before the April 15 tax deadline, consider these quick ideas: 1. Max Retirement Contributions: Add to IRAs to lower taxable income, if eligible. 2. HSA Contributions: Save pre-tax dollars for medical expenses, if eligible. 3. Claim Tax Credits: Don’t miss valuable credits like Earned Income or Child Care. 4. Check Forms: Review tax forms for errors and missed deductions. To read more about this in depth, have a look at our recent blog ??https://lnkd.in/devVgdVy #ObsidianPlanning #TaxSavings #FinancialAdvice #RetirementAdvice
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Have you taken the steps to “Fund” your trust? Unfunded trusts can create confusion and derail your estate planning goals. Ensuring your trust is properly funded: ? Aligns your assets with your intentions. ? Protects your loved ones from unnecessary legal complications. ? Keeps your financial plan on track. Whether you’re creating a trust or ensuring it’s up to date, we can guide you through the process. Let’s discuss your goals: https://lnkd.in/dwDA_iFt #EstatePlanning #TrustFunding #FinancialConfidence #ObsidianPlanningSolutions
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Stay informed and in control of your financial future! ?? Our newsletter is packed with expert tips, market updates, and strategies to help you build and protect your wealth. Sign up now to have valuable insights delivered straight to your inbox. ?? https://lnkd.in/deijqb53 #StayInformed #FinancialPlanning #ObsidianInsights
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Are you self-employed or a small business owner? ??Your retirement strategy might need a refresh! In our latest blog you can find the overlooked retirement plan options that can help secure your future ?? https://lnkd.in/dmC3ANYU #RetirementPlanning #ObsidianPlanningSolutions #FinanicalAdvice
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Team Spotlight: Sean McCarron Meet Sean, our Client Service Specialist with over 20 years of experience at Obsidian. He’s passionate about helping clients make confident decisions about investments, insurance, trusts, and estates. With multiple degrees and FINRA licenses, Sean is dedicated to providing expert advice and comprehensive support. His goal? To give you the knowledge and tools you need for financial peace of mind. ?? Looking for guidance on your financial journey? Reach out to us and experience the expertise and personalised support that sets us apart. ???? #TeamObsidian #EmployeeSpotlight #ObsidianPlanningSolutions #FinanciaAdvice
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Can money buy happiness? ???? Research shows it’s not just about income but how it supports your well-being: ? Happiness can rise with income, especially for those with higher emotional well-being. ? The happiest individuals experience more control and fulfilment beyond $100,000. ? But money isn’t everything—family, health, and purpose matter too. At Obsidian Planning, our Lifestyle Protector Process? helps you align your financial goals with what truly brings you joy. ?? Learn more about our approach: https://lnkd.in/dMJyvjiu #FinancialWellbeing #HappinessAndMoney #ObsidianPlanning
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New year, new opportunities! ?? It’s the perfect time to take control of your financial future. Whether you’re building wealth, planning for retirement, or managing your estate, we’re here to guide you every step of the way. Let’s make your 2025 goals a reality—contact us today! ?? https://lnkd.in/dMJyvjiu #FinancialPlanning #NewYearGoals #ObsidianPlanning
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Start the year strong with the right financial insights! ?? Our newsletter brings you advice on retirement planning, market updates, and so much more. Subscribe now and make 2025 your year of financial success ?? https://lnkd.in/deijqb53 #Newsletter #FinancialGoals #ObsidianPlanning
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