Goal-Centered Financial
Planning

We take the time to understand each client’s long-term goals and dreams coupled with their current financial circumstances. We use this knowledge, combined with the vision of where the client would like to be, and tailor a detailed financial plan to help each client live an abundant life. 

This complete, whole life financial planning process includes: 

Planning Focused on You

Financial Goal Setting Tailored to Living Your Best Life

Financial Goal Setting Tailored to Living Your Best Life

On the surface, financial goal setting may seem easy. However, we have found that most clients have unique circumstances and desires that require a deeper dive to enable their best life. Do you have enough to retire now? Would you prefer to work a few more years and help a grandchild with education funding? We work with you to set meaningful goals tailored to what is important in your life.

Proactive Tax planning So You Pay Less

Proactive Tax planning So You Pay Less

We use proactive tax strategies to maximize your after-tax returns, and ensure you are not paying the IRS more than your fair share.

Maximizing Your Benefits

Maximizing Your Benefits

We analyze if you are maximizing your employee benefits for your particular situation. For business owners, we consider and/or recommend various benefit programs that can be structured to meet both your business and personal retirement goals

Retirement Planning Centered Around Your Unique Needs

Retirement Planning Centered Around Your Unique Needs

Retirement means different things to different people. Some of our clients want to travel, while others prefer a busy schedule of board meetings, part-time work, and non-profit endeavors. At Orion, we build your retirement plan around your unique needs with customized strategies designed to protect and enable the lifestyle that fits your best version of retirement; we don’t use a one size fits all approach.

Protecting What's Important To You

Protecting What's Important To You

We conduct a detailed review of your existing estate plan and insurance policies to ensure your family and wealth are properly covered. You earned it, we help you protect it.

Education Funding

Education Funding

We do detailed projections of education cost and devise strategies for you to efficiently save and invest to cover these expenses. We help detangle and simplify the process of college funding.

Learn About our Custom Investment Management

Learn About our Our Team

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