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.

Retirement Income Planning

The accumulation of assets for retirement is one aspect of professional money management. The decumulation of assets during retirement is a different specialty altogether. Determining the most tax efficient manner to generate income and growth for your portfolio while maintaining an acceptable level of risk as determined by you is exactly what Lynn H. Orr Capital Management Group, Inc. does.

  • Establishment of a fixed income stream is coordinated with your Pension and Social Security benefits.
  • Continually monitoring your investment portfolios to minimize risk and maximize income and growth in changing market conditions.
  • Reviewing changing opportunities in the world of Retirement Income Planning.

Fee-based Portfolio Management

The accumulation of assets for retirement is one aspect of professional money management. The decumulation of assets during retirement is a different specialty altogether. Determining the most tax efficient manner to generate income and growth for your portfolio while maintaining an acceptable level of risk as determined by you is exactly what Lynn H. Orr Capital Management Group, Inc. does.

  • Establishment of a fixed income stream is coordinated with your Pension and Social Security benefits.
  • Continually monitoring your investment portfolios to minimize risk and maximize income and growth in changing market conditions.
  • Reviewing changing opportunities in the world of Retirement Income Planning.

Comprehensive Approach

Our clients hire us to be their financial team leader in retirement and to understand their retirement goals and dreams

  • They want a point person that makes sure their financial advisor CPA, and estate attorney are all communicating and working together.
  • They want someone that can look at their 401(k)s, IRAs, Corporate Stock Options, Stocks, Bonds, Mutual Funds, CDs, and Annuities all in a comprehensive manner.
  • They want someone that can show them how to maximize their Social Security benefits and how they will pay for their medical costs in retirement.
  • They want someone to explain the advantages and disadvantages of buying long-term care insurance or a Reverse Mortgage. 
  • They want someone that will work with them to determine if they can help their grandson pay off his student loans or if they can make a sizeable donation to their church or favorite charity.
  • And maybe the best one of all is when they want to know if they can take all their extended families to Disney or on that special cruise and not affect their retirement. They want someone they can give them honest and frank answers to hard questions.  Spending mistakes during retirement can be disastrous.