Financial Planning

Fair Winds Tax & Financial, LLC is led by a Certified Financial Planner, and we are here to help you reach your monetary goals, whether you live in the United States or abroad.
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Fair Winds Tax & Financial, LLC, is a Tax return preparation, accounting, and Fee-Only Registered Investment Advisory firm. In other words, we do not receive commissions from any financial institutions or brokerage companies. That means we work for you, not someone else.  We do not offer free consultation for your financial planning services because it takes time to analyze your financial situation and give you answers to your particular questions.  We offer three different avenues of financial advising so that our Clients can get the most benefit for a fair fee.  

We offer: 1). a monthly Subscription, 2). our Just ask a question service, and 3). Financial planning (either comprehensive or major parts).  

1). When you use our monthly Subscription, you will get access to our financial-related knowledge, understanding, and application to your unique life situation, to more securely grow your assets and shrink your liabilities in a responsible manner. We will help you to achieve your financial goals more efficiently with our knowledge.  

Our services offer you specific answers to your specific questions, related to your environment and comfort level(s) -- our answers will be customized to your life, not the "average" person on the street. Your questions can come from any of the following categories: Cash flow, Debt management, Investing, Education, Taxes, Retirement, Goal planning, Insurance, your Business and/or your future Estate.

2). Just Ask a Question:  We offer Just Ask A Question (on an hourly basis) so you can ask a financial-related question for your situation and we will provide you our best choice, with our rationale.

3). Financial planning (comprehensive financial planning or major parts of financial planning) is provided as you need or as a whole solution. The number of hours needed to meet, work, and assist in any needed implementation will be determined after our communications. In this service, a semi-annual check up is a very good idea, to make sure not only that your plan is being followed, but also to adjust your Financial plan based on changes in your life/environment.  

People have different needs/desires/preferences, so it is at your option to choose from our diversity of services.  

If you would like to learn more about our financial planning services call us today at (614) 761-3247 or contact us for a consultation!

Our Offices

Our expertise is widespread and we have multiple office locations to make it convenient for you to get help. You can find us at:

Main Office (Mailing/Dropping off Documents)

545 Metro Place South, Suite 100
Dublin, Ohio 43017
By appointment: 9am - 5pm, M-F; February 1 - April 30: 8am - 8pm everyday
(614) 761-3247
9am - 9pm EST, everyday

Easton Town Center Office (nearby)

4449 Easton Way, 2nd Floor
Columbus, OH 43219
By appointment: 9am - 5pm, M-F

Worthington Office (near I-270 and High Street/US-23)

100 East Campus View Boulevard, Suite 250
Columbus, OH 43235
By appointment: 9am - 5pm, M-F

Westerville Office (on the opposite side of I-71 from the Polaris Mall)

470 Olde Worthington Road, Suite 200
Westerville, OH 43082
By appointment: 9am - 5pm, M-F
FAQs Frequently Asked Questions
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