Sharon Staley - Account Director
Choosing an advisor Choosing an advisor

Our Unique Services Keep You Safe and Secure.

Ten Questions to Ask a Financial Advisor / Financial Planner:

  1. What is your Personal Net Worth?

  2. What is your Personal Credit Rating?

  3. What investments do you own personally?

  4. Do you have any of the products you are recommending?

  5. How long have you been in the investment business?

  6. What do the recommendations look like?

  7. Do you have a written financial plan?

  8. What costs will I incur?

  9. How often do we meet?

  10. How accessible are you?

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The Estate Planning Professionals is an independent, privately-owned, fee-based registered investment advisor located in Westerville, OH. Our firm is committed to our clients' long-term financial success through a disciplined investment approach using our timeless philosophy with today's financial strategies.

Our philosophy focuses on mutual trust, respect, commitment, dedication, stability, confidence and expertise. Our financial strategies focus on accumulation, distribution, protection, performance and wealth transfer through legacy planning. Recommendations are made solely in the interest of providing the highest value and benefit for each specific clients goals and objectives.

At Estate Planning Professionals, we know that proper planning of your estate will give you and your family the peace of mind that you deserve. Listed below are a few of the services that Estate Planning Professionals could provide:

  • Estate Planning
  • Asset Risk Management
  • 401 K Rollover/Take-Over/Plan
  • Asset Protection
  • Retirement Planning
  • Nursing Home Protection
  • Investment Advisor
  • Portfolio Management
  • Wealth Transfers
  • Medicaid Planning

© 2009 - 2012 Estate Planning Professionals

921 Eastwind Drive Suite 101, Westerville, OH 43081


Eastwind Capital, LLC. is Registered Investment Advisor with the United States Securities & Exchange Commission and maintains a notice filing with the following states: Ohio, Florida and Pennsylvania. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell advisory services to residents of any state other than those in which it maintains a notice filing and shall not be deemed to be a solicitation of advisory clients living in any state other than those in which it maintains a notice filing..