Giving you the clarity, confidence, and certainty you deserve in retirement.

EGSI Financial is a financial planning firm located in Central Ohio that caters to soon-to-be-retired and current retirees. We recognize that retirees confront numerous complex decisions that can have a significant impact on their long-term financial well-being. Our primary objective at EGSI Financial is to guide and protect our clients, ensuring that their retirement years are financially fit and healthy. As fiduciaries, we serve as your advocate. Our mission is to give the families we serve the clarity, confidence, and certainty in the knowledge that their retirement funds will endure. We achieve this by utilizing our personalized process, The Retirement Fitness Plan™, tailored to your individual financial situation.