Renner Financial Strategist & Budget Coaching
Introduction: Thank you for stopping by! I am brand new to Thumbtack but not new to helping you become financially independent. If you are looking for help with creating and managing a real working budget. Or you need help with what to do to grow your money but you can’t get help from the expensive Wall Street firms, I am here for you!
We focus on protecting, preserving wealth, increasing performance, reduce fees & taxes, and creating a plan to live a sound financial future.
Our Professional Services:
*Retirement Income Planning* Providing solutions for your income needs *Active Wealth Management* Strategic portfolio management for all growth & protection needs *Life & Long-Term Care Insurance* Plan to protect you and your loves ones from the unexpected *Strategic Tax Planning* Strategic tax planning to minimize tax exposure *Social Security Optimization* Collect your social security at the right time to maximize payments *Financial Risk Assessment* Determine if your risk is in line with your goals *Fiduciary Adviser Services* Work with a registered fiduciary advisor
Current Top Pro
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Top Pros are among the highest-rated, most popular professionals on Thumbtack.
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2020
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2021
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2022
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2023
Overview
Current Top Pro
Hired 31 times
Background checked
3 employees
3 years in business
Payment methods
This pro accepts payments via Apple Pay, Credit card, Google Pay, Square cash app, Venmo, and Zelle.
Social media
Featured Projects
5 photos
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
22 reviews
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Read reviews that mention:
Daniel G.
4 weeks ago
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Hired on Thumbtack
Hired on Thumbtack
Clearly Bobby is a leader in the professional Financial Services industry. I’ve never felt more comfortable discussing the challenges of building and managing wealth. I learned more about financial planning in our recent conversation, than I have in the last 2 years of research. Thank you Bobby!
Personal Financial Planning
Kathryn G.
4 weeks ago
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Hired on Thumbtack
Hired on Thumbtack
I found Bobby on Thumbtack as a potential referral to a family member in need of basic budgeting, planning and saving. They were going back down a bad financial hole. I contacted several individuals and Bobby responded in such a way that displayed a very high level of professionalism, knowledge, eagerness to help and best of all, when interviewed by the family member - they clicked. Today, they are working together and I sense that our family member is so very pleased to have someone to help, advise, coach and plan for every day spending, emergency funds and a goal of retirement in 20 years. Baby steps towards financial freedom start with understanding and a plan! Thanks Bobby!
Personal Financial Planning
Debi C.
3 weeks ago
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Hired on Thumbtack
Hired on Thumbtack
Let me start by saying my husband and I have started our saving for retirement late. Bobby has helped us begin a plan to work toward. He is very knowledgeable and explains in detail the reason for choices being made as well as achieving our desired goal. I would highly recommend his services they are invaluable.
Personal Financial Planning
Brian M.
Apr 2, 2024
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Hired on Thumbtack
Hired on Thumbtack
Very professional and informative. Really inspirational to my wife and I to put the plan he provided us into action. Highly recommended.
Personal Financial Planning
Tamia B.
2 weeks ago
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Hired on Thumbtack
Hired on Thumbtack
Based off the first conversation, Bobby was very personable and on point with what I needed in a financial advisor. With me being only 26 and trying to navigate my finances better than what I've been doing before he automatically knew the direction I was trying to go in and how to help me. I've had previous conversations with different financial advisors but none was able to provide the information and clarity that I needed like Bobby. He made sure I understood the information that he was providing but also he made me think about things that I've never considered. I am excited for this new journey I am taking with Bobby !
Personal Financial Planning
Credentials
Background Check
Bobby Renner