EGSI Financial, Inc
Guiding and protecting our clients, giving you the clarity, confidence, and certainty you deserve in retirement.
5.0
EGSI Financial is a Central Ohio-based financial planning firm dedicated to ensuring financially fit and healthy retirement years for soon-to-be-retired and current retirees.
About
EGSI Financial, located in Central Ohio, specializes in guiding and protecting clients through complex retirement decisions using The Retirement Fitness Plan™, a comprehensive evaluation of the five worlds of wealth: Tax Planning, Healthcare Planning, Legacy Planning, Income Planning, and Investment Planning. The firm serves soon-to-be-retired and current retirees, ensuring clarity, confidence, and certainty in their retirement funds by addressing tax efficiency, healthcare costs, asset transfer strategies, sustainable income, and market protection against volatility and inflation.
Services
401(k) Fiduciary Fitness Plan™
A proprietary 401(k) plan design and fiduciary service that ensures simplicity, confidence, and protection for employers offering retirement plans to employees, meeting cost-effective goals while minimizing risk.
The Retirement Fitness Plan™
A personalized, five-step financial planning process covering income, investment, tax, healthcare, and legacy planning to ensure a financially fit retirement.
Credentials & Certifications
Reviews
