Surveys
We conduct surveys related to retirement planning, insurance & investments.
Whitepapers
Examples: Northwestern Mutual, Principal and ASSPA
Analysis & Strategy
Skilled with a variety of types of statistical analysis.
Michael is a Professor and Frank M. Engle Chair of Economic Security Research
Clients Include:
- Northwestern Mutual®
- AIG®
- New York Life®
- Brighthouse Financial®
- Principal®
- Pacific Life®
- Prudential®
“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." Scott SparksFounder & CEO, Sparks Financial
Michael has worked on a number of initiatives to help advisors and consumers recognize the value of retirement income planning products and strategies. This includes development of products concepts including conducting consumer surveys, product design, and implementing a successful marketing plan. Consulting services often include development of a white paper that describes products and strategies using clear language and illustrations.
What Others Are Saying
Michael Finke, Ph.D. is a Professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security Research at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He led the Retirement Planning and Living Consortium at Texas Tech University before moving to the American College, and is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction, and cognitive aging. He is a frequent speaker at financial planning conferences and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.