We keep it Simple

Retirement Made Simple

No complexity. Just a simple strategy for retirement, designed to help reach your goals.


Certainly, retirement can seem like a complicated topic. First, there’s deciding which account you should put your money into. For example, and IRA, 401(k), 403(b), or 457 plan may have options for rolling money over into other accounts. Also, you may want to change your strategy as time goes on. What works for retirement savings early on, may not work as well for your goals as you enter retirement. Due to all the options, retirement made simple seems more like a myth. But, it doesn’t have to be.

How to Make It Simple

Orfin & Associates works from the premise that your retirement strategy can be simple. First, protecting some of your money from market loss is an easy concept. And, for many retirees, it is an important one as well. Market fluctuations may become less tolerable for you as you age. Of course, with less time or your account to recover from potential loss, a simple protection strategy may help make things easier. Essentially, we help clients to protect their money, yet still have possible indexed interest gains. A solid strategy with protections and growth potential creates a retirement made simple.

Via the products we offer, our clients are able to keep their savings safe from market losses. For instance, fixed index annuities (FIAs) provide protection when the market is down. Yet, you may earn a potential indexed interest when your annuity indexes rise.

Peace of Mind

Are you already retired? Or, is the date getting close? This time of your financial life can be stressful if you don’t have a simple strategy. For example, some people worry about what a stock market drop may do to their savings. Or, they may wonder of they will be able to have income to last for the rest of their life. Our firm provides options that give you a lifetime retirement income without worrying about losing your principal to market dips. Retirement should be a time of joy, not a time of worry. Having a straight-forward strategy can help.

Here’s some ideas for a retirement made simple:

  1. You understand how your money provides an income to you

  2. Some of your money is safe from market ups and downs

  3. When you need help, you’ve got it

Smiling Senior Couple on Walking Path in Woods Retirement Made Simple Michigan
Happy Senior Couple Holding Blanket in Wind at Beach Retirement Made Simple Michigan

Our Team is Here For You

Orfin & Associates is committed to your long-term retirement goals. For decades, we’ve helped thousands of people protect their hard-earned money and the people they love. Come learn more at one of our upcoming dinner seminars. Or, reach out for an appointment. Looking forward to connecting.

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