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EFC Wealth Management

Helping You Turn Your Dreams Into Reality

May 18, 2021 | 12:00 pm
Code 2 Retirement Intro.(Lunch at the AC Hotel)
LET US HELP YOU CRACK THE CODE TO RETIREMENT BY OPTIMIZING FIVE KEY AREAS The number one question that most people have in retirement is, "Will I have enough?" With the economic uncertainty and the world at a cross road, it's natural to second guess your financial fitness.
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May 20, 2021 | 6:00 pm
Code 2 Retirement Intro.(Dinner at the AC Hotel)
LET US HELP YOU CRACK THE CODE TO RETIREMENT BY OPTIMIZING FIVE KEY AREAS The number one question that most people have in retirement is, "Will I have enough?" With the economic uncertainty and the world at a cross road, it's natural to second guess your financial fitness.
Register
May 26, 2021 | 6:00 pm
Social Security Retirement Income-Enhancing Strategies
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
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Main Content

Your Retirement Journey Begins Here

Design Your Sound Fiscal House

During our Sound Fiscal House process, we will create your financial blueprint to make sure that your fiscal house can help you weather any retirement storm and deliver the retirement you’ve dreamed of.

Build your financial Blueprint!

We’re here to help you achieve your retirement goals. At EFC, we believe everyone should experience a healthy, happy, and prosperous retirement.

Build your own Retirement Analysis!

9 simple questions could help you have piece of mind when it comes to your retirement income. Start the journey today!

  • The rich invest their money and spend what’s is left; the poor spend their money and invest what’s is left.
    Jim Rohn
  • Compound Interest is the eighth wonder of the world. He who understands it, earns it…He who doesn’t pays it.
    Albert Einstein
  • Retirement: That's when you return from work one day and say, 'Hi honey, I'm home forever.'
    Gene Perret
  • To me, retirement means doing what you have fun doing.
    Dick Van Dyke
  • What do you call a person who is happy on a Monday? Retired.
    Unknown
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.

Let’s Build Your Financial Blueprint

Upcoming Events

Knowledge is Power When Action is Taken

Get to know our

Chief Financial Architect

EFC Wealth Management Founder and Managing Partner

In the MediaMeet Cory

Have questions about where your income will come from in retirement?

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