Amy Holt's Professional Contact Details

HQ
+1 301-990-4395
Location
Frostproof, Florida

Amy Holt's Current Company Details

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 Bus...
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) 990-43952. Enroll in the Lifestyle Protector Program™3. Track & monitor your successSo 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
business assessments
buy
sell
business succession planning
tax planning
personal insurance analysis
ira & pension plan analysis
estate planning & trusts
business valuations
college education planning
retirement planning
goalsbased planning
business exit planning
third party sale analysis
strategic planning
business planning
business continuity planning
business transition planning
family business
ceo succession planning
financial services
b2b

Amy Holt's Work History and Education

Obsidian Business Planning Solutions
Executive Assistant
2020 - Present
Vanguard
Administrative Assistant
2011 - 2015 • 5 years

Others Named Amy Holt

Manager of Project Management at Cellular Sales
Senior Process Engineer at Eli Lilly and Company
District Sales Manager at HD Supply
Elementary Music Teacher at Metro Nashville Public Schools
Nursery Coordinator at Church of the Resurrection
Executive Senior Associate Athletics Director/SWA at Arkansas State University
Assistant to Todd E. Holt, CEO Capital Strategies at Capital Strategies, Beyond Wealth

Frequently Asked Questions about Amy Holt


What company does Amy Holt work for?

Amy Holt works for Obsidian Business Planning Solutions.

What is Amy Holt's role at Obsidian Business Planning Solutions?

Amy Holt's role at Obsidian Business Planning Solutions is Executive Assistant.

What is Amy Holt's email address?

Amy Holt's email address is a**@obsidianplanning.com.

What is Amy Holt's business email address?

Amy Holt's business email address is a**@obsidianplanning.com.

What is Amy Holt's HQ phone number?

Amy Holt's HQ phone number is +1 301-990-4395.

What industry does Amy Holt work in?

Amy Holt works in the Financial Services industry.

Who are Amy Holt's colleagues?

Amy Holt's colleagues are Todd Cfp, Pam Flick and Patrick Carroll.
CERTIFIED FINANCIAL PLANNER™, CExP™
Director of Planning

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