EGSI Financial

EGSI Financial At EGSI Financial, we guide you through retirement — not just plan for it. As fiduciaries, we serve as your advocate.

Located in Dublin, Ohio, we serve with care, helping you stay financially and personally fit so you can embrace retirement with clarity, confidence, and peace of mind. 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 l

ong-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.

🌎 Breaking global news. Big headlines. Calm investing perspective.The arrest of Venezuela’s president has sparked questi...
01/07/2026

🌎 Breaking global news. Big headlines. Calm investing perspective.

The arrest of Venezuela’s president has sparked questions about oil prices, geopolitics, and what it all means for investors. When events like this hit the news, it’s natural to wonder: Should I be worried about my portfolio?

History offers some perspective. While geopolitical events can create short-term market noise, they rarely change long-term investment outcomes. In this blog, we break down what’s happening, how oil markets fit into the story, and—most importantly—why staying focused on long-term goals still matters most.

📖 Read on for clarity over chaos.
https://egsifinancial.com/understanding-venezuelas-recent-events-and-what-they-mean-for-your-investments/

Recently, U.S. forces arrested Venezuela’s President Nicolás Maduro. This was a surprising and important global event. According to news reports, the U.S. military carried out this operation. Maduro faces charges […]

As headlines swirl about interest rates and the Federal Reserve, there’s a bigger story quietly unfolding. With a new Fe...
12/29/2025

As headlines swirl about interest rates and the Federal Reserve, there’s a bigger story quietly unfolding. With a new Fed Chair likely in 2026, it’s worth understanding how the Fed’s role has evolved—and what actually matters for long-term investors. History offers some helpful perspective.

👉 Read more below.


For people investing for the long term, the Federal Reserve (often called “the Fed”) plays an important role in keeping the economy and financial system healthy. This will matter even […]

12/09/2025

Christmas blessings from our hearts to yours.🥰🎀

What REALLY Happened in November’s Markets?”📉🤖💰 AI stocks tumbled, Bitcoin crashed, Fed fears surged… and yet the market...
12/01/2025

What REALLY Happened in November’s Markets?”

📉🤖💰 AI stocks tumbled, Bitcoin crashed, Fed fears surged… and yet the markets STILL ended the month stronger than many expected.
If you’re wondering what all this means for your retirement and your 2026 outlook, you’ll want to read this 👇

During November, financial markets went through a short period of ups and downs that touched many different types of investments. Even though major market indexes have shown strong gains this […]

Happy Thanksgiving from all of us at EGSI Financial.As we pause to count our blessings this year, we are especially grat...
11/26/2025

Happy Thanksgiving from all of us at EGSI Financial.
As we pause to count our blessings this year, we are especially grateful for the trust you place in us. It is an honor to walk alongside you and your family on this journey.

May God’s grace surround your home with peace, joy, and gratitude today and always.
Wishing you a warm and wonderful Thanksgiving. 🧡

✨ ’Tis the season for gratitude and generosity. ✨Winston Churchill once said it’s “more agreeable to give than to receiv...
11/25/2025

✨ ’Tis the season for gratitude and generosity. ✨
Winston Churchill once said it’s “more agreeable to give than to receive”—and this year, smart charitable giving can not only support the causes closest to your heart, but also strengthen your overall financial plan. With new rules from the OBBBA and year-end deadlines approaching, now is the perfect time to rethink how (and when) you give.
Click below to read how your generosity can create impact, reduce taxes, and build a lasting legacy. ❤️👇

Winston Churchill is often quoted as saying “it is more agreeable to have the power to give than to receive.” The holiday season is a good time to think about […]

✨ What an Unforgettable Night! ✨Our Kateswell Gala was a beautiful success — full of generosity, laughter, community, an...
11/07/2025

✨ What an Unforgettable Night! ✨
Our Kateswell Gala was a beautiful success — full of generosity, laughter, community, and hope. Thanks to everyone who attended, donated, volunteered, or supported from afar, we are humbled and grateful. Because of you, lives in our community will be touched in meaningful, lasting ways.
💛 To our sponsors and donors — thank you.
Your kindness made this evening not just an event, but a mission in motion. We could not have created such a memorable experience or raised these funds without your trust, partnership, and heart. Your contributions—large and small—truly matter.
🍷 A special thank you to Annie’s Wine Cottage
for sponsoring our Wine Pull and supplying an incredible selection of wines! Your support brought excitement, fun, and generosity to life in the most delightful way. Your continued belief in our cause means more than words can say.
🙌 To every guest, volunteer, sponsor, and donor:
Thank you for showing up, giving generously, and believing in what Kateswell stands for. Together, we are bringing light to families when they need it most.
We are overwhelmed with gratitude and already excited for next year. ❤️
’sWineCottage

📈 Markets hit new highs—even with shutdown drama and tariff tantrums!October reminded us that headlines can be loud… but...
11/05/2025

📈 Markets hit new highs—even with shutdown drama and tariff tantrums!
October reminded us that headlines can be loud… but long-term plans are louder.

Despite a government shutdown, trade tensions with China, and the biggest one-day drop since April, markets climbed to new record levels. Bonds helped steady portfolios, gold hit an all-time high, and the Fed lowered interest rates again. But with a modest Social Security increase on the way and lower savings rates, retirees still face real challenges.

So what does all this mean for your retirement strategy? 🤔
👉 Click to read how staying invested, staying balanced, and staying calm made all the difference in October.



In October, the stock market kept doing well even though there was uncertainty about a government shutdown and new concerns about trade with China. Many important market indexes hit new […]

Retirement is lasting longer… but is your money keeping up? 💸⏳If you’re retired—or getting close—you’ve probably felt th...
11/03/2025

Retirement is lasting longer… but is your money keeping up? 💸⏳

If you’re retired—or getting close—you’ve probably felt the sting of inflation at the grocery store, pharmacy, or even your Medicare statements. And while Social Security is increasing again in 2026, the extra $56 a month may not stretch as far as you hoped… especially when Medicare premiums and daily costs continue to climb.

Add in longer lifespans and falling interest rates on savings, and the big question becomes:
👉 Will your retirement income truly last as long as you do?

In this week’s blog, we break down:
✔ Why Social Security increases don’t always match real-life expenses
✔ How inflation quietly reduces your buying power year after year
✔ Why living longer makes growth-focused investing more urgent—not less
✔ What smart retirees are doing now to protect income and keep up with rising costs

Your lifestyle, legacy, and peace of mind depend on more than just saving—it’s about preserving what your money can buy.

🔽 Click to read the full article and feel more confident about your retirement plan.



If you’re retired or getting close to retirement, your top priority is making sure your savings will last throughout your retirement years. This has become harder because of rising prices […]

https://youtu.be/KPaPJ5gAN5Y
10/31/2025

https://youtu.be/KPaPJ5gAN5Y

Welcome to The Retirement Trainer! Today, we’re joined by one of the most outspoken and influential voices in economics and investing — Peter Schiff. Peter i...

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5100 Parkcenter Ave., Suite 120, Dublin OH 43017
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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About Ed Siddell

Ed is an Accredited Investment Fiduciary®, Certified Retirement Planning Counselor®, Certified Wealth Strategist® and has been acknowledged by a number of local and regional publications as one of the leading independent financial advisors in the area. He lives in Dublin, OH with his wife of LeAnne, his 3 boys Jay, Ethan & Seth and with his 2 dogs one of which may be a little overweight...ok, a lot overweight but he’s awesome!