Orion Capital Management LLC
1330 Orange Ave., Ste 302
Coronado, CA 92118
p: 619-319-0520
f: 855-691-0427
Join Our Newsletter
Read financial tips and market updates in our weekly newsletter
Copyright © 2002 – 2023 Orion Capital Management LLC • Coronado, CA
Disclosure: Orion Capital Management LLC (“Orion”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). The firm offers advisory services in the State of California and in other jurisdictions where registered or exempted. Registration does not imply a certain level of skill or training. The information on Orion’s website or in its distributed commentary shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons or entities of another jurisdiction unless otherwise permitted by statute. Orion’s individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without the firm first complying with jurisdiction requirements or pursuant to an applicable state exemption.
The information on Orion’s website or in its distributed commentary is not investment, tax, accounting or legal advice. Orion is not a tax advisor. For tax advice individuals should consult their CPA. This information is also not an offer or a solicitation of an offer to buy or sell any security, or to be construed as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon in the making of investment decisions. All content on this site is for informational purposes only, and nothing herein should be construed as an investment recommendation. Opinions expressed herein are solely those of Orion, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas described on Orion’s website or in its distributed commentary should be discussed in detail with an investor’s personal financial advisors and legal counsel prior to implementation.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested.
The information on Orion’s website or in its distributed commentary is provided “AS IS” and without warranties of any kind, either express or implied. To the fullest extent permissible pursuant to applicable laws, Orion Capital Management LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
Testimonials or reviews on Orion’s website are from current clients. Orion does not compensate for reviews or testimonials and has no material conflicts with clients offering reviews.
Orion does not warrant that the information on Orion’s website or in its distributed commentary will be free from error. Your use of this information is at your sole risk. Under no circumstances shall Orion be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Orion or an Orion authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy or an offer to sell any security, or a recommendation to buy or sell any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
Self-Employed? You May be Able to Cut Thousands From Your Taxes [Video]
Self-employed professionals and business owners have access to a powerful tool that may cut thousands from their taxes each year and help them boost their retirement savings.
A Defined Benefit Plan (DB plan) is an IRS-approved qualified retirement plan that allows higher tax-deductible contributions than a SEP-IRA or 401(k). The DB plan owner can significantly cut taxable his/her income and contribute larger amounts for retirement, therefore growing a substantial retirement nest egg rapidly. If you are self-employed or if you run a small business and have found that you have maxed out on your 401(k) contributions, a Defined Benefit plan may be right for you. Watch the video below for more information.
If you think you may qualify, Orion Capital Management LLC can help you. Contact us to learn more:
Additionally, you can fill out our Tax Savings Analysis form which will give us the information we need to generate a proposal about how much you may be able to save.
Share This!
Join Our list!
Join our email newsletter list to receive more market updates and financial articles like this one.
Markets Not Toeing the Fed’s Line
In the opening weeks of 2023, equity markets here in the U.S. and around the world have performed well, signaling
Can the Fed Stick the Landing?
2023 Investment Outlook In 2022, inflation spiked around the world because of supply chain constraints, massive pandemic-era fiscal stimulus and
2022 Year-End Financial Checklist
2022 has delivered way more than its fair share of uncertainty and stress for investors. Taking stock of your complete
Peter Thoms, CFA, MBA