retirement planning

Obsidian Business Planning Solutions
2099 Gaither Rd, Ste 110, Rockville MD
20850
At Obsidian Business Planning Solutions, our work is all about helping you plan your future business exit.

At Obsidian Business Planning Solutions we specialize in helping you get the most out of your business when time comes that you leave your business. As an owner, your business is likely to be your biggest financial and personal investment. We guide you on how you can protect and grow your business better by combining your business, personal, financial, and estate goals. Our team takes pride on our staff of experts and highly trained financial consultants, and you can be assured that our staff at Obsidian Business Planning Solutions focuses on developing a personal financial plan for each and every individual business owner.

We work with certified valuation analysts to establish your current business value while setting up real life models that could project your business’ future cash flow. Your business is both an asset and income generator and we want your life’s work to soar to its highest potential value. Our goal is to help you with one of the most important decisions of your life – and we will stand by you and guide you throughout the whole process of realizing all of your goals, priorities and values with candid assessments, rational alternatives and the benefit of our experience with past clients. Call us today at 301-990-4395 for a free consultation.

3019904395
James Smith Agency
7700 E Arapahoe Rd #280, Centennial, CO, USA

80112
We are an established insurance practice with extensive experience in personal insurance, Business insurance, with over 20 years of experience in the financial planning and retirement planning space.

We are an established insurance practice with extensive experience in personal insurance, Business insurance, with over 20 years of experience in the financial planning and retirement planning space.

Hour : Mom – Fri : 08 : 30 AM – 05 : 30 PM, Saturday by appointment

Payment : Visa, Mastercard, American Express, Discover

Business Since : Bought Practice 12/17. Farmers Insurance 1918

Facebook : https://www.facebook.com/James-T-Smith-Farmers-Insurance-Agent-1693019270739596/

(303) 771-4075
Grubb Wealth Management
454 E Main St #215, Columbus, OH, USA

43215
We strive to be one of the top leaders in the industry by providing strategic approaches with innovative solutions to our clients’ unique financial needs.

Investment Advisory Services are offered through Grubb Wealth Management, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Grubb Wealth Management
614-461-3205
740-616-8004
CORDA Investment Management, LLC
8955 Katy Freeway, Suite 200, Houston, TX, 77024, USA
77024
Together we’re invested.

Headquartered in Houston, TX CORDA Investment Management, LLC is an Registered Investment Advisory firm founded by Bonner C. Barnes in 1999. We serve over 1,000 families nationwide with our contrarian-minded value approach to investing.

http://cordamanagement.com
(281) 407-1531
(713) 465-1308