Successful Retirement Strategies
A Focus on Successful Retirement Strategies
Orfin & Associates knows how important it is to plan your future. In fact, by using successful retirement strategies, we have helped thousands of people over the years. We focus on protecting what you’ve worked so hard to save. In addition, our decades of experience means you get direct, honest advice from someone who knows the industry well. Our method helps people feel confident about reaching their financial goals. Some areas we assist our clients with include:
- Asset protection, especially from stock market losses
- Gaining a reasonable rate of return* in retirement
- Keeping your overall retirement strategy simple
Protecting Your Savings
Will you have enough to retire? Further, will your money be enough to last your whole life? When it comes to planning for the future, you need a solid strategy. Fortunately, we offer options for protecting your money while allowing the possibility of a reasonable rate of return. First, securing your savings is a necessary part of successful retirement strategies. You can learn more about ways to accomplish this by attending one of our no-cost educational seminars or webinars. In addition, we provide private consultations with clients to answer questions and help protect your assets and your goals.
Why Orfin and Associates?
To have a successful retirement, you first have to understand where you are now. In fact, in our meetings with clients, we make sure you know exactly how your current accounts are working. Also, we go over the potential risks and tax implications with items in your strategy. In addition, our educational sessions offer retirees and pre-retirees the chance to learn more about retirement. You can ask questions, and gain knowledge critical for your success. Get all the tools you need to reach your goals. Contact us today.
Our dedication to clients shows in the work we do. Since our start in 1999, we’ve made relationships with clients that will last a lifetime. Our calm, direct, and honest approach helps clients know that they are in good hands. In fact, we believe in a “leave you better…or leave you alone” ideal. In other words, if we can help you, we do. And, if what you’re doing now is better for you, we’ll tell you that, too. In the end, we guide you with integrity. Your success is our reward.
Retirement and Safety
While you are still working and many years from retiring, you may be willing to take more investment risk. As you know, the stock market can see some peaks and valleys. However, when you get close to retirement, you may begin to seek more stable places for your money. Because of this new goal, the methods you use may change, too. For example, you make look for safer options for retirement savings. To help, we can work with you to protect your principal while creating the potential for reasonable gains. Safety first, then potential growth.
Growth Potential in Retirement
You might think you have to make a choice: protection or earnings. However, this is not necessarily the case. Our offerings include ways to do both. For example, certain annuity or life insurance policies may allow for the safety of the principal yet generate a reasonable rate of return. Looking at tax implications may help as well. In addition, you may look at your risk tolerance to figure out other retirement solutions. By viewing your overall goals and current strategy, we can help guide you. Finding a balance in retirement security versus potential growth is an important part of a solid strategy.
Keeping It Simple
The good news is that you can keep your retirement strategy simple. A complex strategy is not necessarily better strategy. This is where our team can help. In fact, we believe you deserve to really understand where your money is and how it is working for you. You need someone in your corner to guide you. But, at the end of the day, you are the one in charge of your money and your future. If you have questions, we want to help answer them. Our approach is to educate, guide, and review strategies with you, each step of the way.
SuccessFul Retirement Strategies Are Possible
Curious about protection options for your money? Want to find out how to prevent losses even if the stock market goes down? Our team is here to help. Call us today for an appointment or attend an upcoming event to learn more.
About Orfin & Associates
Dan ORfin
Dan Orfin, our founder, has dedicated his career to helping individuals and families have peace of mind and protection. Initially focused on providing health insurance and term life insurance options, Dan’s firm grew along with his clients needs. Now, Orfin and Associates offers a complete array of life insurance, annuity, and retirement options. We make sure our clients feel confident, secure, and in control of their long-term strategy.
You Have Options Available
Logically, people near or in retirement want to protect their assets from market losses. So, our firm provides several options to help. For example, we work with insurance companies with good solid ratings. With these relationships, we can offer annuities and life insurance to help protect your future. Protecting your retirement savings is a central theme. We’ll review the different solutions available to you, and discuss which may be right for you. We think it is important to keep things simple and clear. With clarity, you can see your goals and accomplish them.
Happy Clients
Join us at a gourmet restaurant or meet with us in the office and receive...
A DINNER OR GIFT CARD ON US Along with SOME GREAT INFORMATION
Educational Seminar On Retirement Protection
Orfin and Associates puts on many online and in-person education events throughout the year. We want you to empower yourself with the information you need for successful retirement strategies. In addition, as a thank you for your time, we provide a complimentary meal or gift card for attendees. In these sessions, we’ll cover ideas on protecting your money, potential reasonable rates of return, and ways to leave a legacy. These seminars have limited registrations available, so contact us today to save your spot.
Let the Numbers Speak
Happy
Clients
Yearly Educational Events
Years in
Business
*Reasonable rate of return over time.