Retirement Planning For Individuals Over Age 50
PROTECT WEALTH ● LOWER TAXES ● OPTIMIZE INCOME
WHY ORION FINANCIAL?
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.)
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®
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."

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."

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."

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"