We would like to take this opportunity to introduce you to our company and our team. Bob Wink has been a financial advisor for over 36 years and is the President of our firm, Summit Financial Consulting, LLC. Along with his sons, Ken and Jim Wink, our in-house CFP® professional, Zach Bachner, and our newest advisor, James Baldwin, we are Investment Advisor Representatives acting as Fiduciaries and have a best interest standard for our clients.
Putting Your Interests First
Our focus is on what is in our clients’ best interest, not what is best for our compensation, and we put ourselves in our client’s shoes before we make any recommendations. Our goal is always to treat our clients the way they deserve to be treated; our clean disciplinary history is a testament to this objective.
We are an independent, private, family-owned investment advisory firm that prepares comprehensive Financial Plans for our clients based on facts, not opinions. We cover areas such as investment management, retirement planning, tax strategies, health/life/home/auto and other insurance needs, estate planning reviews, and just about any other financial topic you could think of. Our aim is to make certain the most important parts of our client’s estates have been addressed and that their hopes, wants, and needs have been thoroughly discussed within our financial plans.
Educational Initiatives and Community Engagement
We are launching our YouTube and podcast channels in the hopes of sharing more educational content with our clients and with others who may be interested. We believe financial education is an important and often overlooked part of the client/advisor relationship, so we want to do our part and share our knowledge and experience with others. As always, any of the information discussed is not to be deemed financial advice. We recommend meeting with your personal advisor before making any major financial decisions.
Join Us on This Journey
We are excited to embark on this new journey and hope you will accompany us along the way. Please subscribe to our channel to receive notifications of future posts, and don’t forget to like and share the video to help spread awareness of our content! On behalf of our firm, thank you for being part of the Summit family experience, and we’ll see you next time.
Speak With a Trusted Advisor
If you have any questions about how to financially prepare for parenthood, tax strategies, our 401(k) recommendation service, or other general questions, please give our office a call at (586) 226-2100. Please feel free to forward this commentary to a friend, family member, or co-worker. If you have had any changes to your income, job, family, health insurance, risk tolerance, or your overall financial situation, please give us a call so we can discuss it.
We hope you learned something today. If you have any feedback or suggestions, we would love to hear them.
Best Regards,
Zachary A. Bachner, CFP®
with contributions from Robert Wink, Kenneth Wink, and James Wink
