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Our Services
Together, we'll comprehensively address your financial life so you can move forward with confidence.
As CERTIFIED FINANCIAL PLANNER® professionals, we are fiduciaries, which means we are legally and ethically bound to act in your best interest. Only 25% of financial advisors hold the CFP® designation.*
By partnering with Orion Wealth Advisors®, you will receive the financial planning services described below. You can have confidence knowing that all aspects of your financial life will be addressed, with a particular focus on the areas most important to you.
*Source: www.cfp.net, www.cerulli.com
Comprehensive Financial Planning Services
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Clarify your goals, values, and dreams, so we create the right plan for you and your family
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Identify any obstacles to achieving your goals, and together find solutions to the obstacles
Life Planning
Retirement Planning & Retirement Income Planning
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Develop and implement strategies to fund your current and future income needs to have a secure and satisfying life
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Recommend how to maximize Social Security benefits and minimize taxes when distributing your retirement funds, including retirement plans and IRAs
Investment Management
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Design and implement a portfolio specific to your needs, using independent investment managers as appropriate
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Monitor your investments for performance, and provide year-round oversight to minimize tax liability
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Comprehensively review your tax return to identify tax reduction opportunities
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Recommend tax solutions, such as tax-advantaged investments, Roth IRA conversions, and charitable gifting strategies
Tax Planning
Risk Management
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Generate a risk management plan for eventualities such as disability, death, or incapacitation
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Minimize your investment risk by diversifying your asset allocation and location, investment manager styles, and use of alternative investments, as appropriate
Estate Planning
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Analyze your current estate plan, and address your concerns and desires
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Partner with your attorney to minimize wealth transfer taxes
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Help you navigate the appropriate and necessary steps in the event of the death of a loved one
Education Planning
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Viewing your finances holistically, craft a plan uniquely tailored to your circumstances that will enable you to send your child or grandchild to the college that best suits them and your family situation
