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