Defined Benefit Retirement Plan
Peter Thoms CFA

Cut Your Tax Bill [Video]

This Little-Known Plan Could Help You Save Thousands on Your Taxes This Year.

As the end of the year approaches, would you like to learn about a way you may be able to lower your 2020 tax bill? If you are self-employed or own a small business, we can help.

Find out if a Defined Benefit plan can work for you.  Call us at: 619-435-1701 or email thoms@orioncapitalmgmt.com.

You can also fill out our Tax Savings Analysis survey. With just a few pieces of information, we can help you determine if this powerful plan can work for you.

Share This!

Join Our list!

Join our email newsletter list to receive more market updates and financial articles like this.

Peter Thoms, CFA , MBA

Peter Thoms, CFA , MBA

Peter Thoms founded Orion Capital Management LLC in April 2002. Peter has an extensive background in crafting investment solutions for high-income clients in a wide variety of circumstances.

Want to know more about Defined Benefit Plans?

Sign up below and we will send you our two page Defined Benefit Plan Highlights pdf so you can have all the information at your finger tips.