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.
Whether you’re looking for protection for your family, have questions about retirement, or simply want to learn more about financial products 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.
*Backed by the claims-paying ability of the carrier.
**Fixed Index Annuity products can provide a reasonable rate of return over time.
By contacting Daniel Orfin, MI Insurance Lic. #0217281, Orfin and Associates Inc., MI Insurance Lic. #0112149, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.