Greg Taylor has served and educated retirees for over 20 years. Over the years, his focus has been on Complete Retirement Planning. He has a passion for solving these problems facing retirees today. Greg’s CPR process is designed to uncover potential problems or “cracks” in your planning and to provide solutions to fix them.
Greg is the author of Amazon’s best-selling book “Winning Retirement.” He has been seen in many publications, such as the Wall Street Journal, USA Today, The Columbus Dispatch, Yahoo Finance, Fortune, and many more. Greg has also been featured on FOX, NBC, CBS, and ABC. He frequently teaches public financial classes that focus on the core aspects of retirement planning. Greg was asked to speak at an economic summit in New York City with Steve Forbes. You can hear Greg’s radio show on 610 WTVN, 98.9 The Answer and 880 WRFD.
Greg has extensive knowledge and experience to help pre-retirees and retirees develop a comprehensive plan to help protect against taxation, inflation, long-term illness, and outliving their retirement savings. Greg credits his success as a retirement coach to his passion for helping others, his pursuit of providing financial security in the golden years, and his commitment to client satisfaction.
Kristin is a graduate of The Ohio State University with a degree in Management. She is a Licensed Insurance Agent and the Vice President of Legacy Retirement Group. With previous experience in the advertising, hotel, and restaurant industries, she has been in financial services for eight years. Kristin’s focus now is to provide insight to our client support systems and ways to maintain an efficient office. She also manages the payroll, expenses, and bookkeeping of the company. Outside of work, Kristin likes to spend time with her husband and three sons, Christian, Cameron, and Jaden. She also enjoys photography, golfing, and skiing.
Alicia is currently pursuing a Bachelor’s degree in Business Administration at DeVry University. Her role is to help our families as they transition to our firm, as well as, provide continued support for their accounts. Alicia’s attention to detail and desire to provide exceptional service to our families, make her a valuable member of our team. Alicia is married with 4 children and she loves to spend her free time with her family. She also loves to cook and paint.
Jessica is a graduate of The Ohio State University and has a degree in hospitality management. She is our client accounts processor and handles account maintenance, servicing, and support for our clients. Jessica loves to socialize! She enjoys the opportunity to meet and talk with our clients on a daily basis. Jessica has two children and enjoys participating in all types of sports and working with the children in the youth league she volunteers for as a softball director.
Kelly is a graduate of Capital University and has degrees in business management, organizational communications, and public relations. She is our operations manager and handles all office scheduling and organizes office operations and procedures. Kelly loves to shop and explore Columbus. She also spends her spare time with her mini Aussiedoodle, Josie, and her family and friends.