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

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.

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Picture of 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.

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