Clients Corner

 

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Our Strategy
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?
© 2009 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.