Plan Smart. Retire Well.

Our mission is to provide peace of mind through every step of your retirement journey

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

What Is my Retirement Tax Bill

Find out what you may owe in Taxes during retirement 

Learn More

Is my return worth the risk?

A Smart Investment strategy seeks to be consistent over time with a goal of efficiency. 

Where do you want to go? We'll get there, together. 

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.

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Watch

Watch

Winning Retirement with Greg and Kristin Taylor on TV

Sunday at

9:30 am on The CW (WWHO)

11:30 am on ABC 6 (WSYX)


Watch Now
Listen

Listen

Join the conversation with our weekly Radio Show

  • 610WTVN Saturday at 1pm
  • Sunday at 6am & 10am
  • You can also Listen to our Podcast by clicking the link below


Listen Now
Learn

Learn

Read Greg's Best Selling Book, "Winning Retirement" 

****NEW EDITION

COMING SOON****

Request a copy
Prosper

Prosper

Retirement requires a fundamental shift in your investment strategy.

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Our Team

Our Team

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.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

In the Media 

In the Media 

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