EGSI Financial

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EGSI Financial We believe serving our clients and community is more than our profession—it is our calling. As fiduciaries, we serve as your advocate.

We build lasting relationships, offer thoughtful fiduciary guidance, and help families move toward retirement with greater clarity, and purpose. 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. 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.

09/17/2026
🎙️ The newest episode of The Retirement Trainer Podcast has dropped!In Episode 19: Creating Your Retirement Paycheck — C...
09/15/2026

🎙️ The newest episode of The Retirement Trainer Podcast has dropped!
In Episode 19: Creating Your Retirement Paycheck — Cash Flow, Taxes & Social Security Planning, Ed Siddell discusses an important question many people face as retirement approaches:
How can your savings, Social Security and other income sources work together to support your retirement income plan?
Ed explores key considerations surrounding retirement cash flow, taxes and Social Security—and how these pieces may fit together as part of a broader retirement strategy.
🎧 Click here to listen, or find The Retirement Trainer Podcast wherever you get your podcasts.
https://egsifinancial.com/podcast/

This content is provided for educational and informational purposes only and should not be considered individualized investment, tax or legal advice.

Address

5100 Parkcenter Avenue , Suite 120
Dublin, OH
43017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+16145264118

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