Lynn H. Orr Capital Management Group, Inc is a Registered Investment Advisory firm (RIA) specializing in Retirement Income Planning and fee-based Portfolio Management. We focus on working with retirees and those nearing retirement. Located on Marco Island, Florida we have been serving our clients since 1998 though I have been practicing since 1984. We have clientele in over 15 states throughout the country. We hold ourselves to a fiduciary standard, legally and morally bound to act in the sole interest of our clients. Looking out for our clients is not just part of the job, it is our legal responsibility. That may not sound like a big deal, but it is. This should be one of your most important requirements when choosing an investment advisor.
Since 1998 Lynn H. Orr Capital Management Group, Inc. has built an exceptional clientele. Our clients share a passion for knowing what is important in their life, strong moral values and an appreciation of understanding what their realistic retirement goals are.
At Lynn H. Orr Capital Management Group, Inc. our role is to provide fee-based Portfolio Management for our clients in a manner designed to achieve and maintain their retirement goals. We specialize in an all-inclusive approach to the Retirement Income Planning process that creates a level of confidence for each client so they are comfortable knowing they can retire and that they can remain financially independent during retirement. This is accomplished through a Comprehensive Approach where we become the trusted, one-stop advisor for our clients.
We know that this is a scary time for everyone, and it is important for you to know and understand that we remain committed to staying on top of your investment portfolios and all of your financial and retirement planning needs. We want to calm any anxiety that you have in this area.
Financial Services is defined as an Essential Business so Lynn H. Orr Capital Management Group Inc. and our custodian TD Ameritrade will continue working.
We are here and open for business.
Everyone is worried about their physical health, obviously. The least we can do is alleviate your fears about your finances. All my clients have received their first quarter reports and we have spoken with many of you. We will continue to stay in touch and communicate with you via phone calls, emails and video conferencing regarding your needs and questions.