Plan Smart. Retire Well.
Our mission is to provide peace of mind through every step of your retirement journey
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
What Is my Retirement Tax Bill
Find out what you may owe in Taxes during retirement
Is my return worth the risk?
A Smart Investment strategy seeks to be consistent over time with a goal of efficiency.
Our mission is to provide retirement solutions for managing income needs, helping build and protect assets, and preserving estates for generations to come, which is accomplished through caring service, years of experience, and a lifetime of support.
Winning Retirement with Greg and Kristin Taylor on TV
9:30 am on The CW (WWHO)
11:30 am on ABC 6 (WSYX)
Join the conversation with our weekly Radio Show
Read Greg's Best Selling Book, "Winning Retirement" The five must haves in a retirement plan.
Retirement requires a fundamental shift in your investment strategy.
Service is our culture. Our team is ready to come along side of you and help make things smooth and easy. Experience is the best teacher: Greg has over 27 years of retirement planning experience.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Greg and Kristin have been sharing information over various forms of media for over 10 years.
Currently you can catch them every Saturday on 610WTVN at 1pm and Sunday at 6am and 10am.
Additional to a weekly Radio show, they publish a weekly podcast available through Apple Podcasts or Here
Greg and Kristin are excited to announce that they are expanding from the Weekly Daytime Columbus and Good Day Marketplace segments that they have done for over 7 years.
They now have a weekly show that is currently airing on The CW Columbus Sundays at 9:30am