COLUMBUS BUSINESS FIRST
THE LIST 
2008, 2009, 2010 & 2011

Financial Planners – fee-based 
Ranked by assets under management by local planners #10

ESTATE PLANNING NEWS

NBC Columbus Income Planning

1/13/2010 - Columbus Family Wins Financial Makeover

A local family of six won an award from Bill Rancic, former winner of NBC's The Apprentice.

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11/13/2009 - A Conversation with Michael Valley

Michael Valley founded Westerville-based Estate Planning Professionals 18 years ago after going through an extensive probate process as the executor to his father's estate. He works with clients to plan their estates to avoid probate. A native of Cincinnati, Valley, 53, recently teamed up with Bill Rancic, season one winner of The Apprentice television show to grant financial makeovers to families across the country.

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