Researcher, Speaker and Consultant


“Dr. Michael Finke’s cutting-edge research is extremely timely as we see the first generation of retirees retiring largely without pension plans.  The challenges and risks associated with retiring in this day and age makes his research invaluable.  When coupling his research with the experiences of our clients, we feel well-equipped to guide people to, and through, retirement.  Dr. Finke’s presentation to our clients included real-world and actionable steps for our clients to take in their next phase and for living in retirement.  His stories and insights gave clients a broader view of the psychological, social and physiological realities of happiness in retirement.."

Using simulations, surveys, and interviews to create award-winning research on best practices and consumer opinions and behavior

Dr. Michael Finke has been a guest speaker to our clients and advisors on health and happiness in retirement and creating a plan for aging.  He is invited back year after year because he consistently provides an engaging and informative value to our clients and our advisors.  He combines humor, science and real-life examples in his insightful presentations."



Carolyn Gust

Chief Marketing Officer


Developing white papers and implementing strategies to build conviction among advisors and consumers in the benefits of risk pooling. 

Scott Sparks

Founder & CEO, Sparks Financial



Helping the financial industry understand effective retirement planning, and translating research on how to build a better life in retirement.