Egsi Financial

EGSI Financial is a financial planning firm located in Central Ohio, specializing in services for soon-to-be retirees and current retirees. The firm aims to guide and protect its clients by ensuring their retirement years are financially fit and healthy through a personalized process known as The Retirement Fitness Plan.

By addressing critical areas such as income, investment, tax, healthcare, and legacy planning, EGSI Financial empowers clients to navigate the complexities of retirement planning. As fiduciaries, they advocate for their clients' best interests, providing clarity, confidence, and certainty in managing their retirement funds.

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