5100 Parkcenter Ave Suite 120 Dublin, OH 43017


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

Welcome to EGSI Financial

We are dedicated to ensuring that your retirement years are financially fit and healthy

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.

The Retirement Fitness Plan

This is your personalized evaluation of the five worlds of wealth

The Retirement Fitness Plan answers all these questions and more

Let us guide you through the intricacies of retirement planning, empowering you to live a life of a thousand dreams.