Welcome to Sheridan & Company’s Website.


Please feel free to explore this site to gain better understanding of our firm and how we help our clients plan for and work towards their financial goals.
If you are a client, this site will help us to SERVE YOU MORE EFFECTIVELY. Take a look at the "links" for resources that can help you become more educated and aware of resources available to help with your financial planning. Our objective is to serve you with excellence; please provide us with feedback to help us improve.
If you are NOT a client, and are seeking out a financial advisor, the most important question we can answer for you is "What type of client do we best serve?"

About Mike Sheridan & Company

Mike Sheridan has 27 years` experience working with people to assist them in working towards their financial and life goals. Over that time, we have learned that WE ARE NOT FOR EVERYBODY. There are hundreds of clients with whom we have formed deep, lasting, and mutually-satisfying relationships. And, there are many EX-clients with whom we found we could not successfully work. So now, we try to be pretty selective in choosing clients, so we can avoid the aggravation of developing ex-clients.
Here`s a short description of WHO WE SERVE BEST:

  1. People who are honest, have integrity, and want a long-term relationship based on TRUST.
  2. People who RECOGNIZE THEIR NEED FOR PROFESSIONAL HELP, yet are willing to commit time and positive energy to fulfilling their part in the advisor/client partnership that results in a positive planning experience. This entails good communication, returning paperwork in a timely manner, and putting your mental concentration into the process.
  3. People who can resist fads, greed (unrealistic expectations), and impatience.

If the above describes you, we might be a match for you. Let us be blunt in describing our firm:
We ARE:

  1. Small (Financial Planner , two assistants), knowledgeable, independent, and service-oriented. We take the time required to understand you, your needs, fears, and vision, and to clarify your goals.
  2. Limited in what we do: We "quarterback" your planning, developing a FEASIBILITY ANALYSIS regarding your objectives, and an overall plan for getting there. We then monitor your progress, and recommend changes as needed. We make recommendations among various different paths. When it comes to specific areas of your planning that require special experience, like Wills and Trusts, Long Term Care insurance, mortgage financing, medical insurance, or fee simple real estate, we refer you to individuals we trust in those areas.
  3. Interested ONLY in working with you on a long-term basis; we favor compensation that is NOT transaction-based, but rewards us for helping you strive towards your goals.

After talking to us, you will know you have been heard. We feel that a key ingredient in the PARTNERSHIP we have with our clients is constant communication that ensures that we know what your objectives, risk tolerance and concerns are, and you know how you are doing. Knowing that misunderstandings and short-term disappointment are unavoidable, we welcome confrontation and even conflict with our clients, because we have found that hammering out the inevitable disagreements leads to the kind of trust and understanding needed between advisor and client.
We invite you to use the contact tools on the left-hand menu to ask any questions. Let us know if there is any other information you would like to see on this site.
Thanks for stopping in.

We appreciate your visit.
Securities and advisory services offerd through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, FL, HI, ID, ME, MT, NJ, NM, OR, SC, TX, WA.

1843 W. Broadway • Spokane, WA 99201