“I met with Greg Taylor today. First I want to say that he is the same friendly, knowledgeable guy in person as he is on the radio. He answered all of my questions and was forthcoming that I don't need his help yet as I am currently doing all the right things for my stage in life, and the one thing I need to focus on before tax rates change. He was able to dispel my one fear, which is whether my life insurance was sufficient coupled with my other assets, so that my wife would never run out of money if I was no longer around. I also learned that with his approach I only need about a third of the money I thought that I needed in order to retire if I chose to do so today. Since I still plan to work several decades, I should be in excellent shape. As they say, "You don't know, what you don't know." After answering all of my questions he wasn't in a rush to get rid of me, and we discussed other issues in life. After just one meeting, I feel totally confident trusting him.“
“Toby has been very dedicated to assisting us in our retirement planning. Highly recommend.“
Financial Planners
Financial Planners
Financial Planners
“Ed and the EGSI group made my wife and myself feel like family right from the start, wouldn't trust my future with anyone else.“