What you should know:
- How to optimize Social Security for your situation
- Why timing is so important when it comes to your benefits
- Ways to supplement your Social Security income
- The Importance of your “FRA” (Full retirement age)
- Taxes and your social security
About Your host Cory Chapman
With over twenty years experience in the financial services industry, Cory has been the keynote speaker at several of Los Angeles premiere organizations. He was previously featured on radio station 94.7 The Wave in Southern California; currently boasting 1.3 million weekly listeners. As well as being featured in numerous financial articles and magazines, he also is a published author of two books.
Cory’s philosophy is ‘Keep It Simple.’ The world of finance doesn’t have to be complicated. It’s the advisor’s job to simplify the process and educate the client so they truly understand what their financial objectives are, and more importantly how to achieve their desired financial goals. If, after your first meeting with your advisor, you are more confused than you were before you came in, then the advisor didn’t do their job well. You should leave your first meeting feeling like you have a trusted advisor that will partner with you and help navigate your financial road map.
Register NowDisclosure
Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives.
All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. We are currently registered in the states of California and Texas.