Luke C. Finchem, LUTCF

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.  Let's meet and talk about your future.

My financial services practice is specialized in the following ways: 

1.  Through a process referred to as MAP, Macro Asset Perspective.  This is a wealth accumulation strategy that encompasses principles of asset allocation relative to risk tolerance & tax treatment.

2.  Working closely with the Advanced Planning Group at New York LifeAs 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 was Past-President of NAIFA - West Michigan (National Association of Insurance and Financial Advisors). I have earned my LUTCF (Life Underwriter Training Council Fellow) designation from The American College in Bryn Mawr, PA.

Please use my website 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.

 

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