Orion Financial, LLC - Morgan/Bridgeville, PA

03/18/2020

Orion Financial is committed to the health and safety of our employees and clients. The Morgantown office will be practicing "Social Distancing" and will be working from home beginning today. Do not hesitate to reach out to us as we will still be available by phone and email.

08/29/2018

Kiplinger.com offers a few tips for young life insurance shoppers @ https://tinyurl.com/yaqcsg87

Buy the right life-insurance plan now to avoid scrambling to find coverage later.

07/25/2018

05/02/2018

LONG TERM CARE Seminar. Limited Seating…Register today!
Thursday, May 10 or Wednesday, May 16

6:30pm - 8pm in Upper St. Clair.

Securities and advisory services offered through Centaurus Financial, Inc., member FINRA & SIPC, a registered investment advisor. Centaurus Financial, Inc., and Orion Financial, LLC are not affiliated companies.

04/03/2018

New laws, new opportunities. Forbes looks at how trust planning has changed after tax reform:

December's tax overhaul is spawning new ideas for transferring big bucks and minimizing taxes. Procrastinators, beware: your current estate plan may now be booby-trapped.

01/03/2018

Forbes identifies 2 ways that the wealthy can comfortably make charitable gifts:

If you aren't sure if you can to give to charity now, don't worry. You can plan to impact your charity in a big way in the future when you are positive you won't need the money yourself.