Aug 24, 2022

Financial adviser or wealth manager? What you need depends on how much you have

Professor and Expert in Retirement Investing, Income Planning and Life Satisfaction


USA Today

NBC News

WallStreet journal

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What others have to say...

"If you're serious about creating and implementing sound and prudent retirement income plans for your clients there is no better person than Michael Finke to help you learn what it takes to create those plans, plans that will provide your clients income for life, and plans that will address the risks your clients will face in retirement, including longevity and cognitive decline."

Robert Powell, CFP® Columnist, Retirement at MarketWatch