Bob Sink
About
We take a holistic view of our client's financial plans with eye toward managing the risks that clients face in their planning along with wealth accumulation, tax and estate planning.
I love helping clients develop clarity around their financial goals to allow them to live their lives to the fullest without having to worry about finances, rather to live lives of contentment and being able to serve others, which is what we do.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
We begin each client engagement with a meeting to communicate our process and then to do a thorough values-based fact finding session. We want to know as much as possible about our clients and their families and their philosophies on multiple areas, impacting their financial lives. We begin gathering data to prepare their current financial profile, followed by analysis and recommendations with alternatives toward meeting their goals and objectives. We center on 4 Key Pillars - Risk Management, Wealth Accumulation, Taxes, and Estate Planning during the process. Once recommendations have been communicated and/or implemented, we meet periodically to review and update the plan and any recommendations.
What education and/or training do you have that relates to your work?
A BS in Business Administration Administration
Chartered Life Underwriter - American College
Chartered Financial Consultant - American College
CERTIFIED FINANCIAL PLANNER™ - CFP Board
Do you have a standard pricing system for your services? If so, please share the details here.
So much depends on the scope of the engagement and the the particular circumstances involved. I will have an initial discussion with a client to better understand what is desired and then explain compensation.
We charge a minimum of $2,500 or more based on the "scope and complexity of the engagement". The fee is for an initial fact finding session(s), collection of relevant financial data, and followed by delivery of a comprehensive financial plan and any appropriate recommendations.
How did you get started in this business?
I started in 1990, desiring to go into business for myself and having a passion for investments and insurance leading to more comprehensive financial planning. I believe business and free enterprise is one of the greatest gifts we have to create a business and serve others in the process.
What types of customers have you worked with?
Business Owner, Professionals, and College Professors to name a few. We value clients who desire a trusted advisor and are enjoyable to work with and appreciate our work. Our initial fact finding discussion includes a discussion of our client's values to help our clients plan their financial lives with their values at the center of their plans.