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Your Retirement
Your Rules

Strategic guidance built around your goals, your timeline, and your financial future.

Proudly Serving Michigan Since 1999

 

Take the Assessment

What’s Your Wealth Score?

In two minutes, evaluate how your financial strategy performs across the five pillars of the Orfin and Associates wealth strategy.

At the end of the assessment, you’ll be asked to provide your email so we can send you your score and results.

Know Your Numbers

Understand exactly where you stand financially.

Navigate
Risk

Ensure your strategy can handle market shifts and life changes.

Efficient Tax Strategy

Structure your wealth to keep more of what you’ve worked hard to build.

Portfolio Optimization

Align your investments with your goals while managing unnecessary risk.

Plan Your
Legacy

Make sure your wealth supports the people and causes you care about.

Begin Your Assessment

5 questions · Takes less than 2 minutes

Step 1 of 6

Know Your Numbers
Understand exactly where you stand financially.

Do you currently have a written financial strategy that brings your investments, taxes, and retirement goals together?(Required)

Analyzing Your Orfin and Associates Wealth Strategy

We’re evaluating how your financial strategy performs across the five pillars of the Orfin and Associates framework.

Estimated time: 20–30 seconds

  • Reviewing your financial position
  • Assessing your risk readiness
  • Evaluating tax efficiency opportunities
  • Analyzing portfolio alignment
  • Mapping your long-term legacy strategy

Retake Assessment

Dan Orfin

Meet Dan Orfin

CEO and Founder


Born and raised in Michigan, Dan Orfin, the CEO and founder of Orfin and Associates, an insurance-licensed entity, and fiduciary with MIPRO Wealth Management, works to help his clients protect their hard-earned savings. For the past twenty-five-plus years, he has acted with the objective to help clients eliminate as much confusion as possible in planning their financial future and in achieving their long-term financial objectives. When he is not working, Dan enjoys spending time with family, traveling, and playing a good game of golf! 

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Insurance products and services are offered by Orfin and Associates, Inc., Ins. Lic # MI 18353200 and Dan Orfin Ins. Lic # MI 3227428. Dan Orfin is also an Investment Advisory Representative and offers advisory services as MIPRO Wealth Management which operates through Gibbs Wealth Management (GWM), an SEC-registered investment adviser.