How Can a Financial Advisor Help You? A Case Study [Video]

by Peter Thoms, CFA , MBA

April 9, 2021

Does a financial advisor really add value? How can a financial advisor help me?

Watch this short case study video and see how an independent financial advisor helped one self-employed doctor save tens of thousands in taxes and invest more toward his retirement.

Dr. Bob is a self-employed physician who is frustrated with the taxes he is paying. In this short video, we see Dr. Bob consult a financial advisor who shows him several ways to cut tens of thousands of dollars off of his tax bill and save more for his retirement.

Learn more about how the defined benefit plan that Dr. Bob uses can help a variety of business owners and self-employed professionals from our Case Studies.

If you would like to learn more about how a financial advisor can help you or more about our services, click here: Our Services.

You can also email at thoms@orioncapitalmgmt.com or Schedule a call with us.

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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.

Orion Capital Management LLC

1330 Orange Ave., Ste 302
Coronado, CA 92118
619-319-0520
Thoms@orioncapitalmgmt.com Jeff@orioncapitalmgmt.com

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