Orfin & Associates

06/08/2026

🎉 A huge thank you to everyone who joined us for our Shred Event this past Saturday! We loved seeing so many familiar faces and helping our clients safely, dispose of sensitive documents while connecting with our community.!!
We are also incredibly grateful for your generosity supporting Operation Backpack❤️
Thanks to your donations, local students will be better equipped with the school supplies. They need to start fear with confidence and success! 
Events like these remind us how fortunate we are to work with such an amazing group of clients, friends, and neighbors. Your continued support, trust, and community spirit means the world to us.
Thank you for making the day such a success, we couldn’t have done it without you!!


06/01/2026

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On College Savings Day, it’s a great reminder that preparing for your child’s future starts with a plan. 🎓

Even small, consistent contributions over time can help create more flexibility and confidence when it comes to future education expenses — from tuition and books to housing and beyond.

At Orfin & Associates, we help families build financial strategies designed to support both today’s needs and tomorrow’s goals, including planning for higher education with confidence.

Learn more about building a confident financial future: danorfin.com

05/29/2026

On College Savings Day, it’s a great reminder that preparing for your child’s future starts with a plan. 🎓

Even small, consistent contributions over time can help create more flexibility and confidence when it comes to future education expenses — from tuition and books to housing and beyond.

At Orfin & Associates, we help families build financial strategies designed to support both today’s needs and tomorrow’s goals, including planning for higher education with confidence.

Learn more about building a confident financial future: danorfin.com

05/21/2026

May is a great time to reset financial goals and prepare for the months ahead. ☀️

Whether you’re planning summer travel, reviewing retirement goals, saving for college, or building long-term wealth, small financial decisions today can make a meaningful impact over time.

At Orfin & Associates, we help individuals and families create personalized financial strategies designed to support every stage of life with greater confidence.

A strong financial future starts with a plan.

Learn more about building a confident financial future: danorfin.com

05/14/2026

What a night.

We want to extend a heartfelt thank you to all of our incredible clients, friends, family, and guests who joined us for our 2026 Spring Client Appreciation Gala.

Seeing so many amazing people gathered together to celebrate, connect, laugh, and enjoy the evening reminded us exactly why we do what we do. Relationships have always been at the heart of Orfin & Associates and MyPro Wealth Management — and we never take your trust for granted.

From the conversations and entertainment to the memories made throughout the night, we are so grateful you chose to spend your evening with us.

A special thank you as well to everyone who helped support The Rainbow Connection and the meaningful work they do for children and families.

We truly appreciate each and every one of you. Here’s to another great year together.

— Dan Orfin & Team

05/06/2026

A special message from our founder, Dan Orfin, you don't want to miss!

04/29/2026

Financial Literacy Month gets talked about a lot. But not always in the way it should be.

Most people think financial literacy means learning more:

More terms.
More strategies.
More information.

In reality, it’s about something much simpler— and much more important.

Understanding how your financial life actually works.

Not just what you own…
but how everything connects.
Because as life evolves, so does complexity.

Income changes.
Opportunities expand.
Decisions carry more weight.

And without a clear structure, even strong earners can find themselves reacting— instead of operating with intention.

Real financial literacy means:

• Knowing what your money is designed to do
• Understanding how your decisions impact the bigger picture
• Having a framework that adapts as your life evolves

It’s not about having all the answers. It’s about having clarity.

At Orfin & Associates, that’s where we focus— helping clients move from accumulation to alignment.

Because a collection of accounts isn’t a plan. And information alone isn’t clarity.

If you’ve never stepped back to look at your financial life this way,
Financial Literacy Month is a good time to start.

Visit https://danorfin.com/ to learn more.

04/27/2026

In today’s rate environment, where your money sits matters.

There are strategies offering 4–5.65% potential, designed for:
✔ Protection
✔ Predictable growth
✔ Income flexibility

If your current approach is coming up for renewal, it may be time to take a closer look.

📞 248.918.5100

04/23/2026

100 Reviews. Countless Relationships.

But this milestone isn’t about a number. It’s about the trust behind every single one.

At Orfin & Associates, our focus has always been simple: Help people make confident financial decisions and leave them better off than when they came to us.

And that’s not something we take lightly.

To everyone who has shared their experience, referred a friend, or trusted us along the way— thank you.

This milestone is just a reflection of what we value most: long-term relationships, thoughtful planning, and doing right by the people we serve.

Here’s to the next 100.

If you’ve worked with us and haven’t shared your experience yet, we’d love to hear from you.

Visit: https://danorfin.com/

04/07/2026

Spring has a way of reminding us that it’s a good time to pause, reset, and look ahead.

Your financial life deserves that same kind of attention.

Over the years, we’ve found that a simple seasonal review can make a big difference. A few questions worth asking this time of year:

• Has your income or financial situation changed in the past year?
• Are your investments still aligned with your goals and timeline?
• Did your recent tax return reveal opportunities for better tax efficiency?
• Has your risk exposure changed?
• Are your beneficiaries and estate documents up to date?
• Is your current approach still supporting the life you want to build over the next 10–20 years?

Life changes. Markets change. Tax rules change.

Taking time to review where things stand can help ensure everything is still working together the way it should.

—
Orfin & Associates
Celebrating 25 Years of Service