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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 For Your Unique Needs

Retirement means different things to each of our clients; some 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.

What is a Financial Plan and How Will One Help Me?

Many people have never seen a financial plan and come to us curious about why they would need one. A financial plan provides a valuable roadmap to help you get and stay on course for a comfortable and secure retirement. 

See what a comprehensive financial plan from Orion Capital Management looks like. Enter your name and email to get your sample plan. 

Our Team

Meet our management team and learn what drives us to help clients.

Meet Us

Our Services

Find out more about how our services help clients simplify their financial lives.

What We Do

Our Process

In a few simple steps, we can get started working to improve your financial life.

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Our Clients

Learn more how we help a variety of clients protect and build their wealth

Learn More

Learn About our Custom Investment Management

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Learn About our Our Team

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Orion Capital Management LLC

1330 Orange Ave., Ste 302

Coronado, CA 92118

619-435-1701

thoms@orioncapitalmgmt.com

jeff@orioncapitalmgmt.com

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Copyright © 2002 – 2022 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.

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.

What is a Financial Plan?

A good financial plan can provide a roadmap to help you live your best live in retirement.  

See what a comprehensive financial plan from Orion Capital Management looks like.  Enter your name and email below and you will directed to a page to download the Sample Financial Plan.

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