Cut Your Taxes and Boost Your Retirement Savings
Peter Thoms CFA

Boost Your Retirement Savings and Cut Your Taxes

If you are self-employed or own a business and you are growing frustrated with your tax bill, watch this video and learn how a specialized, IRS-approved retirement plan can help you.

This little known plan, called a defined benefit plan, is specially suited to help high-income self-employed professionals and business owners make large tax-deductible contributions for retirement. These large contributions lower your taxable income and can cut your tax bill significantly.

Will a Defined Benefit Plan Work for You?

So, how do you know if a defined benefit plan is right for you? Call us at 619.435.1701 or 

Email us:

You can also fill our out short online survey. With just a few pieces of informaton about your business, we will generate a complimentary tax-savings proposal for you.  There is no cost to you for this service and no obligation whatsoever.

A defined benefit plan is not right for everyone, but for those in the right circumstances it can be a very powerful tool for both reducing taxes and building wealth.

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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.

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.