Sample Financial Plan

Thank you for your interest! Below is a sample of a financial plan from Orion Capital Management LLC.

A comprehensive financial plan is a powerful tool. A good plan is a roadmap, laying out the steps you can take to help get you to the retirement you deserve.

There is a lot of detail in the plan. At Orion, we have a thorough process to step our clients through each part of the plan and focus on what is most important to you and most impactful to helping you live your best life in retirement.

Click on the image below to download your Sample Financial Plan.

To learn more about our process for financial planning and investment management, email us at: thoms@orioncapitalmgmt.com or schedule a call with us:

Orion Capital Management LLC

1330 Orange Ave., Ste 302

Coronado, CA 92118

p: 619-319-0520

f: 855-691-0427

thoms@orioncapitalmgmt.com jeff@orioncapitalmgmt.com chaz@orioncapitalmgmt.com

Connect with Us

Schedule a phone, video or in-person appointment.

Join Our Newsletter

Read financial tips and market updates in our weekly newsletter

Cookie Policy

Form ADV Part 2

Form CRS

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.