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619-319-0520

Tax Savings Analysis

About Us

What is Orion Capital Management LLC?

Defined Benefit Plan Solutions is an offering of Orion Capital Management LLC, an independent Registered Investment Advisor.

Through the years of working with clients, we realized that a good number of our high-income, self-employed clients needed a better solution for saving more for retirement and reducing their taxes.  Defined Benefit plans have worked well to save these clients tremendous amounts and help build their wealth.

Our Background

We opened our doors in 2002 with a clear and simple mission: to grow and protect our clients’ wealth by implementing durable, resilient investment and planning strategies that are comfortable for our clients, suitable for their circumstances and grounded in our independent research and objective judgment. Our independence and our commitment to client service set us apart from our competition.

Fiduciary

We are an independent fiduciary, and as such we guard your interests vigorously. Today, conflicts of interest between financial firms and their clients are rife and often difficult for clients to detect.  At Orion, however, we have structured our firm to align our interests as closely as possible with yours.  

Fee-Only

As a fee-only firm, we earn a management fee based upon the assets that we manage, giving us a clear incentive to grow your investment portfolio. We also receive no commissions or other compensation based on transactions and we do not sell any financial products. 

Independent

Finally, because we are 100% employee-owned and have no corporate parent, we are free to focus exclusively on managing your investments and financial plans.

Today, Orion has a diverse base of clients that includes individuals, families, corporations, trusts, retirement plans, pension plans and non-profit organizations.

Our core Values

Working With Clients:

  • We believe our clients deserve responsive, attentive and pro-active service.

  • We believe in full transparency.

  • We believe in clear, non-jargon-based communication.

  • We believe in authentic relationships based on trust and collaboration.

  • We believe it is our responsibility to devote a portion of our time to giving back to our community.

Running Our Business:

  • We believe clients are best served working only with fiduciaries, who are required by law to put the interests of their clients ahead of their own.

  • We believe in being technical experts in our field, and we hold a commitment to lifelong learning.

  • We believe that a fee-only business model (no commission or sales charges) best serves clients.

  • We believe in using the latest technology to deliver an exceptional client experience.

Investing & Financial Planning:

  • We believe each client deserves a unique, customized and detailed financial plan.

  • We believe in reducing complexity to bring maximum clarity to our clients’ financial situations.

  • We believe in using disciplined, evidence-based investment strategies.

  • We believe in minimizing cost.

  • We believe in diversification.

  • We believe in investing in a tax-efficient manner.

More Detail

Read more detail about these powerful tax and retirement savings options and find out if they will work for you.

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Tax Savings

How much can you save? Take 1 minute to fill in our short Tax Savings Analysis form and we will help you find out.

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Case Studies

Read how these plans have helped other self-employed professionals and business owners save tens of thousands.

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About Us

We craft custom retirement plan solutions to maximize clients’ tax savings while rapidly building retirement wealth.

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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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Copyright © 2002 – 2023 Orion Capital Management LLC

Disclosure: Orion Capital Management LLC (“Orion”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). The firm offers advisory services in the State of California and in other jurisdictions where registered or exempted. Registration does not imply a certain level of skill or training. The information on Orion’s website or in its distributed commentary shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons or entities of another jurisdiction unless otherwise permitted by statute.  Orion’s individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without the firm first complying with jurisdiction requirements or pursuant to an applicable state exemption.

The information on Orion’s website or in its distributed commentary is not investment, tax, accounting or legal advice.  Orion is not a tax advisor.  For tax advice individuals should consult their CPA. This information is also not an offer or a solicitation of an offer to buy or sell any security, or to be construed as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon in the making of investment decisions. All content on this site is for informational purposes only, and nothing herein should be construed as an investment recommendation. Opinions expressed herein are solely those of Orion, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas described on Orion’s website or in its distributed commentary should be discussed in detail with an investor’s personal financial advisors and legal counsel prior to implementation.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested.

The information on Orion’s website or in its distributed commentary is provided “AS IS” and without warranties of any kind, either express or implied. To the fullest extent permissible pursuant to applicable laws, Orion Capital Management LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Orion does not warrant that the information on Orion’s website or in its distributed commentary will be free from error. Your use of this information is at your sole risk. Under no circumstances shall Orion be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Orion or an Orion authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy or an offer to sell any security, or a recommendation to buy or sell any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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