With so many retirement options available, how do you know which ones are best for you? The answer starts with what we call a “financial discovery” session. In these one-on-one meetingss, we’ll review your situation, answer questions, and provide information on options available to you. Our firm focuses on helping you protect your money and keeping things simple. To that end, we’ve also simplified our financial strategy discovery process as well. Simply fill out the confidential form below. We’ll review your information in preparation for our meeting and help you be on your way to a confident financial future.
WHAT'S YOUR Strategy FOR YOUR FUTURE?
Whether you’re looking for protection for your family, have questions about retirement, or simply want to learn more about financial and insurance options, we’re here to help. We are straight-forward, honest, and dedicated to your retirement and financial success. Let’s work together towards your future.
We believe in keeping your money safe, helping you obtain a reasonable rate of return and keeping things simple.
*Backed by the claims paying ability of the carrier. **Our products offer a reasonable rate of return, over time.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
By contacting Dan Orfin/Orfin & Associates MI Ins Lic# 3227428 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.