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Retirement Planning For Individuals Over Age 50

PROTECT WEALTH ● LOWER TAXES ● OPTIMIZE INCOME

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WHY ORION FINANCIAL?

Experience

We've helped hundreds retire successfully over the past 34 years. Don't go at it alone. Your future is too important.

Support

We are here to support and walk with you through every step of your investment and retirement journey.

Independence

We are independent financial advisors which means we are not restricted to using any one companies services. 

RETIREMENT PLANNING CASE STUDIES

(Note: These case studies are hypothetical, do not involve a Orion Financial client, and should not be construed as a guarantee.)

Making Work Optional in Retirement

Making Work Optional in Retirement

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Single Nearing Retirement

Single Nearing Retirement

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Selling a Business and Entering Retirement

Selling a Business and Entering Retirement

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RETIREMENT PLANNING SERVICES

As a full service financial planning firm, some of the services we provide include:

✔ RETIREMENT INCOME

✔ TAX PLANNING

✔ INVESTMENT MANAGEMENT


✔ OPTIMIZING INSURANCE

✔ SOCIAL SECURITY TIMING

✔ 401k ROLLOVERS

WHERE ARE WE LOCATED?

John M. Stolar, AIF®

John M. Stolar, AIF®

Co-Founder & Financial Planner

"Growing our practice from the ground up has allowed us to continuously learn how to service our clients better each year. After almost 30+ years, Allen Poe and I have put together a rockstar team that always aims to give our clients a great experience."

Meet The Team
Allen D. Poe, AIF®, CLU®

Allen D. Poe, AIF®, CLU®

Co-Founder & Financial Planner

"John and I started Orion Financial back in 2002 during the recession of '01, '02, and '03. We both had been working at a large firm when the crisis hit and we were tired of not being able to help clients because of the quotas and restrictions that were put on us. We founded Orion Financial on the principles of ALWAYS putting the interest of our clients above all else."

Meet The Team
Janet A. McConnell CPA

Janet A. McConnell CPA

Financial Planner

"Drawing on my in-depth experience in accounting, finances, and human resources, I have helped clients for more than 20 years achieve their retirement and financial goals. I obtain great satisfaction from having my clients succeed.

Meet The Team
John C. Halley IV, MBA  

John C. Halley IV, MBA  

Financial Planner

"I continue to work tirelessly with my team at Orion Financial to ensure my clients’ financial future is secure. It is my passion to help individuals with financial planning and investments in and around Greensboro"

Meet The Team