It’s about you — the people you love, the things you enjoy, and every moment spent doing what you’re passionate about. Everything you’ve earned over your entire working life is here for one purpose: to fuel the things you care about. That’s why we work hard to plan for your retirement — to protect your assets and help them last throughout retirement.
TV Videos
The Complexity of Social Security Planning
Prepare For The Unknown With Long Term Care Insurance
Lasting Income
Sign up for Thirsty Thursdays, our monthly events that combine fun and finance!
Thirsty Thursdays are held in the EGSI office on the last Thursday of the month from 5:30 p.m. – 7 p.m. These events give us the opportunity to meet with our clients in a fun, informal setting while enjoying some refreshments and discussing a relevant financial topic.