EGSI Financial is a financial planning firm based in Central Ohio, dedicated to guiding and protecting soon-to-be-retired and current retirees. As fiduciaries, they serve as advocates for their clients, providing clarity, confidence, and certainty in their retirement years.
Their personalized process, The Retirement Fitness Plan, addresses crucial aspects such as income planning, investment planning, tax planning, healthcare planning, and legacy planning, ensuring that clients can enjoy a financially fit and healthy retirement.
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