Should I Enroll in the Survivor Benefit Plan (SBP)?
Introduction The decision to enroll or not in the Survivor Benefit Plan (SBP) is a big one because military retirement pay stops when the...
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Helping Military Families Plan for Financial Independence
If you're looking for a
veteran-owned financial planning practice
that understands the specific financial opportunities & challenges that come with those who have chosen to serve, we are your firm.
Let's meet virtually.
Do you know your risk number?
Risk Number® technology utilizes a scientific framework awarded the Noble Prize for Economics and objectively calculates an investor's true risk tolerance.
ABOUT US
Finch Wealth Management is a Registered Investment Advisory Firm founded by Michael Finch, Colonel USAF (Ret), MBA. As a retired Air Force pilot and officer, Mike understands the unique financial opportunities and challenges military service brings to the families who serve our armed forces.
OUR PROCESS
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Meet with you virtually to understand your financial goals.
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Use Riskalyze to assess your risk tolerance and current investment risk.
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Understand current and future resources you will have to commit to those goals.
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Create a cost-effective portfolio matching your risk tolerance and create a finanical plan.
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Continously review the progress towards the goals.
OUR CLIENTS
We only help people we can have a major impact on. Therefore, we focus on helping military families and individuals in 3 phases of life:
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Young military families accumulating assets.
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Military families preparing for retirement or separation
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Military families in a second career.
Frequently Asked Questions
Who is your ideal client?
Who is not a good fit?
Who do you use for an account custodian?
Do you meet with clients virtually?
Do you have conflicts of interest? Are you a fiduciary?
What are your fees?
Is it too late for me to gain financial independence and leave a legacy for my children?
Our Partners
