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.
10/08/2026
https://egsifinancial.com/what-rising-mortgage-rates-above-7-mean-for-homeowners-and-the-economy/
What Rising Mortgage Rates Above 7% Mean for Homeowners and the Economy - EGSI Financial The housing market plays a major role in both everyday life and the broader economy. For most families, buying a home is a big goal that takes years of saving, […]
09/21/2026
https://egsifinancial.com/how-recent-rule-changes-make-grandparent-owned-529-plans-more-attractive/
How Recent Rule Changes Make Grandparent-Owned 529 Plans More Attractive - EGSI Financial Nelson Mandela famously said that “education is the most powerful weapon which you can use to change the world.” For many families, paying for a child’s education is a major […]
09/17/2026
Exploring the Stock Market: Investment Styles, Company Sizes, and Global Regions - EGSI Financial Many investors look to well-known market benchmarks like the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average to get a sense of how the stock market is doing. These […]
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.
09/14/2026
https://egsifinancial.com/how-oil-and-copper-prices-shape-your-investment-portfolio/
How Oil and Copper Prices Shape Your Investment Portfolio - EGSI Financial The 19th century geologist Charles Lyell made popular the concept of “uniformitarianism,” a long word that captures a simple idea: the natural forces shaping the earth today are the same […]
09/03/2026
***CLICK THE LINK TO LISTEN TO THE LATEST PODCAST***
https://egsifinancial.com/podcast/
09/01/2026
https://egsifinancial.com/how-ai-and-federal-reserve-policy-shape-long-term-economic-prospects/
How AI and Federal Reserve Policy Shape Long-Term Economic Prospects - EGSI Financial Nobel Prize-winning economist Paul Romer once wrote that “economic growth springs from better recipes, not just from more cooking.”1 This idea is at the heart of modern economics: raising living […]
08/07/2026
https://egsifinancial.com/how-higher-real-yields-shape-your-investment-portfolio/
How Higher Real Yields Shape Your Investment Portfolio - EGSI Financial Treasury yields have climbed to their highest points in recent years, driven by worries about inflation, oil prices, the national debt, and the Federal Reserve (often called “the Fed,” which […]
06/18/2026
https://egsifinancial.com/what-a-new-u-s-iran-peace-framework-could-mean-for-your-portfolio/
What a New U.S.-Iran Peace Framework Could Mean for Your Portfolio - EGSI Financial The United States and Iran have announced a preliminary agreement aimed at ending a four-month conflict that has put pressure on the global economy. Financial markets responded with optimism: stock […]
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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 |
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