At EFC Wealth Management, we understand that the first step can be difficult,
AS FEATURED IN:
Worried about how you’ll
Maintain your income stream in retirement!
We’re here to help you achieve your retirement goals. At EFC, we believe everyone should experience a healthy, happy, and prosperous retirement. And, we know that doing that requires a thorough plan. That’s why we work with you to create a custom financial blueprint for building your sound fiscal house. We can help you manage your finances so you can achieve your retirement goals.
Let’s Build Your Financial Blueprint
EFC Wealth Retirement Strategies
We are on a mission to inform, empower and co-create an exceptional experience for our clients and their families. Using our 6-point building process, we help families build a sound fiscal house today that provides a legacy for their families tomorrow.
- Meet the Architect
Our Process begins with clarifying your goals. What does retirement look like for you?
- Financial Appraisal
Once we know where we’re going, then it’s time to understand what we’re working with. What has been set aside to build your sound fiscal house?
- Reveal the Cracks
Our Financial Architects stress test your current fiscal house to reveal cracks that may hinder you from achieving your retirement goals.
- Fund Construction
At this stage, we move assets under our management and begin the sound fiscal house building process.
- Design Your House
Midway through construction, we do a walk through with you of the sound fiscal house blueprint to make sure that the house we’ve designed matches and delivers the retirement you’ve dreamed of.
- Move-in Day
Time to pick up the keys! In this visit, we equip you with a detailed financial blueprint that includes your custom income plan, your tax strategy plan, a detailed risk analysis, your estate planning process and your client review schedule.
Knowledge is Power When Action is Taken