plan your retirement future

personal finance checkup

Over the course of six months, a lot can change. Especially when it comes to the financial world. That’s why we came up with our personal finance checkup process. Two times per year, we work with clients to make sure you are informed about your current accounts and your options. To learn more, simply fill out the form below and submit it to us. We’ll reach out to you to review your current situation and answer any questions you may have. In addition, we’ll go over any new regulations, products, or market changes you may need to be aware of. Gain confidence with our personal finance checkup today.

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.

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We believe in keeping your money safe, helping you obtain a reasonable rate of return and keeping things simple.

Contact Information
  • (248) 918-5100
  • 363 W Big Beaver Road, Suite 200
    Troy, MI 48084
  • MI Ins Lic# 3227428
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Copyright © 2024 Dan Orfin & Associates

*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.

 

Daniel Orfin, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Orfin & Associates and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Orfin & Associates, License: MI  #3227428; AZ  #3227428; IN #584455; KY #DOI-674896; NV #3594019; OH #642309; PA #553972; VA #984455.

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