Building wealth over time requires consistency and patience with long-term commitments, even if you may have the impulse to react to market
About Mike Rennaker
As a financial advisor in Spokane Valley, WA, Mike specializes in retirement planning and investment management. Mike’s dedication to his clients comes from a genuine interest in people and a quickness to form relationships and see people he cares about succeed and thrive. He understands that each person has their own story and individual needs. With a deep love for learning and a gift for analysis, Mike brings balance, objectivity and creativity to his relationship with clients.
Our retirement planning process helps individuals understand the most important questions that need to be answered before retiring.
Tax laws change frequently and we help our clients plan accordingly.
We help our clients with asset allocation and other important investment decisions.
Estate planning includes many financial questions. We help our clients understand these questions and how to plan for future generations.
What is Your Risk Number?
Risk is different for every person based on their unique situation, stage of life, and personality. It is important to understand your personal risk preference so that you can ensure that your portfolio is in line with it and you aren’t caught off guard.
Do you know your risk number? Check out my online risk assessment tool to see where you stand today!
Cup of Coffee and Second Opinion
With extensive experience in financial services, we can help you plan, save, invest and manage towards your needs for many years to come.
Recent Blog Posts
FREE RISK NUMBER!
Have you gotten your free risk number yet? It is so quick and easy to do and you can find it right here. Knowing what your risk number is tells both
THE ONE THING YOU MUST LEARN FROM MONDAY’S FINANCIAL NEWS:
The financial media just unnecessarily frightened millions of investors by reporting irrelevant data in an alarmist way. When you saw headlines
Learn More About Retirement Strategies
Stay informed with monthly tips for your financial journey.