Ethics
Ethical standards of the highest order are the beginning point of any quality professional relationship. The highest ethical standards must be consistently be the first priority at Financial Institution Services, LLC
Disclosure
Full disclosure of all costs associated with any investment is crucial. Costs have a direct impact on the ultimate result and must always be a key consideration.
Competence
Ongoing pursuit of professional certifications and licensing standards is what all rational persons should demand. Professional performance of a financial advisor must always be based on a passion for study, and the pursuit of financial knowledge on a daily basis.
Vision
When an investment is made it must be part of a vision of the future. Investors need a philosophy to help keep on plan when markets are difficult. Our clients rely on Financial Institution Services, LLL to formulate a pathway with guidance that can point the way forward in uncertain times.
Personal Service
In a world dominated by large multinational firms, 800 numbers and anonymous customer services, we strive to know our clients and treat them with utmost respect and care. You will always work with a senior advisor who can be familiar with your needs and strategy for your future.
Commitment
Since 1992 David G. Shink, CFP® has pursued a passion for creating portfolios and strategies for individuals and business to maximize financial strength. We look forward to many more years of growth for our clients with further refinement of the unique approach of Financial Institution Services, LLC.