Premier Investment Management, LLC has partnered with Orion Advisor Solutions to put your plans into action.

 

SETTING FINANCIAL GOALS IS KEY

Our powerful software gathers the necessary data to perform goal-based or cash-flow planning and run robust simulations to illustrate the probability of success.

 

SIMPLICITY IS EVERYTHING

Defining any number of unique goals through a quick and simple modular workflow makes the financial planning process exciting. The client dashboard and ability to quickly modify goals and see the immediate results encourages clients to stay focused and on track.  

 

STAYING ON TRACK REQUIRES TRANSPARENCY

The financial planning dashboard aligns progress toward goals with transparent, up-to-date investment performance. Understanding how spending, saving, and investment performance affects the overall plan is critical and results in an increase in confidence and more constructive financial behavior.