Obsidian Personal Planning Solutions:
Personal Financial Planning
Client Event Pictures
Listening to the Elephant
Business Exit Planning
Estate Planning and Trust Education Seminars
401(k) Compliance for business owners
Ingleside Retirement Community
Mythbusters: Are there really
any alternative investment options?
Asbury Methodist Village
Are you ready for the
NEXT CHAPTER in your life?
Hildebrand & Limparis CPA
The importance of Long Term Care Insurance
First Baptist Church, Wheaton, MD
Estate Planning and Gifting
Humane Society, Washington, DC
Jewish Community Center
Wealth Management Strategies
Rockville Senior Center
State of the Economy:
What is the impact now that the elections are over?
Comstar Federal Credit Union
Tax Planning and Strategies
Ft. Detrick, Frederick, MD
Retirement Planning and Distribution
Rockville City Council Offices
Tax Planning and Investment
Strategies for the Current Economy
Estate Planning and Trust
Senior Expo and Workshops
Obsidian Personal Planning Solutions | Copyright 2020 | (301) 990-4395 |
Client Relationship Summary
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities offered through Triad Advisors, member
. Advisory Services offered through Obsidian Personal Planning Solutions, LLC. Obsidian Personal Planning Solutions, LLC, and Obsidian Personal Planning Solutions, Inc, are not affiliated with Triad Advisors.
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