Clients Corner

Helpful Articles to the Most Commonly Asked Questions

Probate
Consider these six unique ways that you can control the distribution of your estate.

IRA Timebomb
Annuities are one of the smartest investment vehicles around, but can cost you and your beneficiaries THOUSANDS of dollars if not structured properly!

Long Term Care
Although many individuals neglect to prepare for this, there are ways you can ensure that you are ready for all of life's surprises in the future.

Estate Planning
Estate Planning is an essential step in preparing for the future, not only your own, but also for your loved ones.

Load vs. No-Load Funds
Load funds require that you pay an up-front commission to a broker while no-load funds do not require a commission. One question remains, how do you decide between the two?

  • Beneficiary Review
  • Income Planning
  • Exchange Traded Funds
  • Fox Business News
  • Roth IRA
  • 2nd Opinion Tax


Financial Planning

Estate Planning Professionals takes pride in providing comprehensive financial planning services to our clients. We review our clients Wills, Estate Plan/Trusts, Investments, Taxes, and Insurance. We embrace our role as a fiduciary; always acting within our client's best interests. Our comprehensive services integrate all aspects of our client's financial picture in a coordinated effort to provide for a care-free retirement and multi-generational wealth.

We offer:

  • Risk Management/Insurance Planning
  • Beneficiary Review
  • Retirement Planning
  • Financial Needs Analysis
  • Analysis of Current Investments
  • Analysis of Present and Future Expenses
  • Tax Planning
  • Estate Planning
  • Asset Allocation
  • Asset Protection
  • Income Planning
  • Investment Management

Just imagine a complete plan, where all your tax, financial and estate planning needs are addressed in a customized binder. This is your comprehensive wealth management plan. Our comprehensive and coordinated approach ensures that your plan is developed using a holistic view. We have found that many financial services professionals focus on products. Our experience shows that our clients' needs are best met by focusing on processes and most importantly, people.

Investment Management

At Estate Planning Professionals, we believe no two investors are alike. Our investment process is client focused. We base our process on a personalized approach using multiple investment strategies. Our portfolios are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment management strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.

We serve:

  • Individuals
  • Employer Sponsored Pension Plans (401K)
  • Foundations
  • Endowments
  • Corporations

We offer:

  • Investment Advice
  • Mutual Funds
  • Exchange Traded Funds (ETF)
  • Options
  • Separately Managed Accounts

Exclusivity & Experience

Our firm expands our services by offering professional money management through our strategic investment partner Gradient Investments, LLC(GI). GI is an SEC registered investment advisor offering exclusivity to its strategic investment partners across the country. GI offers 20 proprietary portfolios to our clients managed by their Chief Investment OfficerWayne Schmidt CFA, MBA.

Schmidt is a regular contributor to Forbes, The Wall Street Journal, and a featured guest on Fox Business News. He has been quoted on the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Rueters and the Los Angeles Times. He is a Chartered Financial AnalystŪ and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.

Schmidt boasts 26 years investment experience. During his tenure at AXA Investment Managers, he served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.

Tax Planning

Estate Planning Professionals has a strategic partnership with Gradient Tax, LLC (GT). Our Firm utilizes their exclusive team of CPA's to provide tax planning, preparation and filing services for our clients. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.

Throughout the year, GT will monitor tax law changes that will affect our clients, recommending tax savings strategies as well as serving as your advocate in tax matters. Our clients tax returns are prepared so that they only pay what they are required to pay and not a penny more.

Based on this strategic partnership, we will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.

Tax Planning services

  • CPA Prepared Roth Conversion Analysis
  • CPA Prepared 2nd Opinion Prior Year Individual and Business Tax Return Reviews
  • CPA Prepared Year-End Tax Filing Services
  • 1040 Tax Optimization Reports
  • Personalized Tax Reduction Reports

Experience

Handpicked to serve as Sr. Tax Strategist for Gradient Tax, LLC, Nick Stovall CPA, MBA boasts an extensive background in accounting, finance and investments. With over 20 years of experience, he brings decades of private industry accounting, public accounting, business taxation, IRA taxation, technical taxation, tax law and tax policy knowledge to the organization. Stovall also holds his series 7 and 66 as well as his life and health insurance license. With an in-depth knowledge of the financial services industry and solid understanding of the complex demands of diverse business settings, his experience provides an invaluable perspective on the intricate relationships between tax and business issues.

Nick has been featured on both local and national media highlights include Investment News, Financial Planning Magazine, Bloomberg and numerous radio broadcasts. He remains active in the accounting industry and is a member of the American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants (MnCPA) and the Institute of Management Accountants (IMA).
© 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.