• At Orion, we do not believe in fees. We make money only when you do!

Yes! Our strategies are designed with you in mind, and can meet the demands of a variety of market conditions.  We can help in good times and bad.

Yes.  At age 72, required minimum distributions begin. We will help you to know what to do when the time comes to begin RMDs.

Basically, these accounts have a different tax status.  Qualified means that the account receives special tax treatment under the internal revenue code.  One of the most significant is tax deferred growth, but there are other key differences.  Schedule some with us and we will explain more.

Yes.  There are several and they all serve different purposes.  We can help you to choose the right retirement plan for you individually or for your business.

No.  Absolutely not.  At Orion, we believe that everyone can benefit from working with a financial professional. If you are ready to start your financial journey, we can help, regardless of your age, your job, or where you currently are on your financial path.

Generally, starting to work on your financial goals is best done as young as possible. Starting habits early, like saving, can have a positive long-term impact.  However, for anyone who doesn’t have a plan or some helpful guidance regarding their finances, the best time in NOW. Don’t let the past stand in the way of taking positive steps forward in the present. 

There are a number of widely available resources, including the financial calculator on our home page, that can help.  But at Orion, we believe the best way to know if you are on track is to review your retirement savings together.  We can help to make sure your plans are aligned with your retirement goals and needs.  Our process will help to clarify both your retirement expenses and income requirements.