Financial Advising and Strategies
to Address Wealth Management, Retirement and Financial Challenges With Orfin and Associates, Inc.
Michigan Financial Advisor and Insurance Licensed Professional
Orfin and Associates, Inc. and their affiliate Mi Pro Wealth Management, Inc. knows how important it is to plan your future. We’ve helped thousands of people plan for their retirement future over the years. We focus on helping you make informed decisions based on your unique goals, values and aspirations when it comes to managing your wealth and what you’ve worked so hard to save. In addition, our decades of experience means you get direct, honest advice from a financial advisor who understands the complex financial landscape well. Our methods help people feel confident about reaching their financial goals. Some areas we assist our clients with include:
- Wealth management strategies, including income generation, portfolio diversification, tax advantages and growth opportunities, in addition to options that provide an income you can’t outlive, and where your principal is protected from stock market losses
- Gaining a reasonable rate of return** over time in retirement
- Keeping your overall retirement strategy simple
Protecting Your income
Will you have enough to retire? And, 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, providing an income you can’t outlive, all the while allowing the possibility of a reasonable rate of return** over time. First, securing your income is a necessary part of successful retirement strategies. You can learn more about ways to accomplish this by attending one of our no-cost and no-obligation educational insurance seminars or webinars. In addition, we offer one-on-one meetings with clients to answer questions and design strategies specifically based on your unique retirement goals, values and aspirations. If you’re looking for a financial advisor and insurance licensed professional in Michigan, Orfin and Associates, Inc. and Mi Pro Wealth Management, Inc. is the option for you. We can help guide you toward a safe and secure retirement.
Why Orfin and Associates, Inc?
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 strategies are working, what they mean in practice, not just in theory, and we discuss whether your goals are aligned with those strategies. Also, we discuss potential risks, rewards and tax implications related to various of the products or other items your strategy consists of. In addition, our educational insurance presentations and our educational sessions on empowering your financial future offer retirees and pre-retirees the chance to better understand and learn more about their retirement. You can ask questions, and hopefully gain knowledge critical for your success in better understanding the factors that go into the financial decisions that you are making. We are equipped to offer a full range of services whether it be in the areas of insurance, fixed index annuities or life, wealth management, dealing with unanticipated health care needs, nursing home, or long term care and more. Work with us to hep you have all of the tools you need to reach your goals. Contact us today.
Of all the financial advisors and insurance professionals out there, why choose Orfin and Associates, Inc. or Mi Pro Wealth Management, Inc.? Investment advisor Dan Orfin is a fiduciary, and as a licensed insurance professional, he also has a legal obligation to make sure he always acts in his clients’ best interest. With both licenses, he has the ability to present to you products that someone who is only a financial advisor, or only an insurance licensed professional by law can’t. That is what makes him able to focus his company’s dedication on helping clients. Since our start in 1999, we’ve made relationships with clients that are built to and 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 still many years from retiring, you may be willing to take more investment risks. 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 savings. Because of your new changed goal, the methods you use and the products you choose may change also. It’s our belief that you should have a balanced portfolio with at least some of your money kept in “safer money” option. We can work with you by showing you products that someone who is only an advisor can’t, products that protect your principal from market losses while still having the potential for growth. The idea being safety first, and then accumulation.
Interest Potential in Retirement
You might think you have to make a choice: protection or earnings. However, this is not necessarily the case. Our insurance products 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** over time. Looking at tax implications may help as well. In addition, you may look at your risk tolerance to determine other retirement solutions. By viewing your overall goals and current strategy, we can help guide you. Finding a balance in retirement security versus potential earnings 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 a better strategy. This is where our team can help. In fact, we believe you deserve to really understand your choices, where your money is and how it is working to meet your unique goals. 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.
A Successful Retirement Is Possible
Curious about protection options for your money? Want to find out how to prevent losses even if the stock market goes down? Or, do you want to learn more about factors that may impact your retirement, such as paying for health care costs you didn’t anticipate or that have increased or long-term care options ? Dan Orfin is here to help. Call us today to schedule an appointment or attend an upcoming event to learn more.
About Orfin & Associates, Inc.
Dan Orfin
Dan Orfin, our founder, has dedicated his career to helping individuals and families have peace of mind in their retirement. Initially focused on providing health insurance and limited life insurance options, Dan’s firm grew along with his clients’ needs. Now, Orfin and Associates, Inc. offers a complete array of life insurance, annuity, and retirement options. Additionally, Dan is a financial adviser and as such, a fiduciary, meaning he’s required by law to act in his clients’ best interest. We want to 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 offers out several product options to help accomplish that. We work with insurance companies to offer annuities and life insurance products, which you may be able to use to help protect your future. Protecting your retirement earnings is one of our core values.
In addition, Mi Pro Wealth Management, Inc. offers wealth management services, with an “active” money management approach.
We can review the different solutions available to you, and discuss which may be right for your unique goals, values and aspirations. We believe it is important to keep things simple and clear. With clarity, you can see your goals and understand how to make choices that better accomplish them.
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 Insurance Seminars on Retirement Income Protection
Orfin and Associates, Inc. hosts many online and in-person educational insurance events throughout the year. We want you to be able to empower yourself with information you need to understand what your options are for successful retirement strategies. In these sessions, we’ll cover ideas on protecting your money from market losses, potential reasonable rates of return** over time, along with ways to leave a legacy. These seminars have limited registrations available, so contact us today to save your spot.
Let the Numbers Speak
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Yearly Educational Events
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Neither cash nor non-cash compensation was provided for these reviews, and no agreements were entered into between Dan Orfin, Orfin and Associates or MIPRO Wealth Management and any reviewer. Comments represent the reviewer’s opinions and may not be representative of any other person’s experience with the firm. The absence of a reply should not be construed as concurrence with the review as privacy statutes may restrict the ability to both respond with specifics and to draw the reader’s attention to any discrepancy in the true identity of the reviewer.
