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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A fiduciary wealth advisor
that understands the specific financial opportunities & challenges a military career brings.
Michael Finch, CPWA®
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Yale's School of Management's Wealth Management Theory & Practice Graduate
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Certified Private Wealth Advisor® Certificant
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MBA, Finance, Eller School of Management, University of Arizona
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Colonel (Ret), USAF
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Founder, Finch Wealth Management.
ABOUT US
Michael Finch, CPWA®, MBA, is a retired Air Force Colonel and C-17 pilot and the founder of Finch Wealth Management. Mike:
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is a graduate of Yale’s School of Management's Wealth Management Theory & Practice program.
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is a Certified Private Wealth Advisor® Certificant, an advanced professional certification for advisors who serve high-net-worth clients.
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earned his undergraduate degree in Finance and his MBA with a concentration in Finance from the Eller College of Management at the University of Arizona.
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.
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
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