The Philosophy of Goal-based Investment Planning
Time for RIAs to Rethink Insurance
Insurers Hit The Airwaves Talking Retirement Income
Financial Advisor Magazine
Using simulations, surveys, and interviews to create award-winning research on best practices and consumer opinions and behavior
Award winning Researcher and Wealth Management Expert
Developing white papers and implementing strategies to build conviction among advisors and consumers in the benefits of risk pooling.
Helping the financial industry understand effective retirement planning, and translating research on how to build a better life in retirement.
BMichael Finke © ALL RIGHTS RESERVED.