Since joining New York Life in 2005, I have maintained a very simple philosophy of making the complicated concepts and decisions of the financial world simple for my clients to understand.  In my financial services practice, service is the point.  We are a service company that helps you accumulate, protect and transfer wealth.  Is your current financial professional providing results and service?  If not, isn't it about time?

My financial services practice is specialized in 2 simple ways: 

1.  Through a process referred to as MAP, Macro Asset Perspective.  This process encompasses financial truths and helps to show how all assets and financial tools work in concert.  It is not a one-size fits all short-sighted soundbite concept from a "talkshow guru" with books to sell.  Rather, it is truly a financial snapshot approach to tax and investment diversity.

2.  Working closely with the Advanced Planning Group at New York Life.  As an Agent of New York Life, I have exclusive access to the Advanced Planning Group -- a premier planning team with expertise in law, accounting, financial planning and insurance. My access to these resources allows me to bring experience, value and insight to your planning situation and assist you with your business and estate planning needs.

I am a member of Tri-Cities Chamber of Commerce (Grand Haven, Spring Lake, Ferrysburg) and have coordinated an Association Discount for Chamber Members purchasing New York Life Long Term Care insurance.  I am a member of NAIFA - Grand Rapids, MI (National Association of Insurance and Financil Advisors), I have earned my LUTCF (Life Underwriter Training Council Fellow) designation from The American College in Bryn Mawr, PA. I am also the Vice President of NAIFA-Grand Rapids, MI.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

Luke Finchem is licensed to offer mutual funds and variable products. Market Watch data is being provided for informational purposes only and is not intended as an offering of securities.