At EFC Wealth Management, we understand that the first step can be difficult, and you’ve made the right decision to learn more about our program. I, Cory Chapman, Managing Partner of EFC Wealth Management, am excited to present all that our firm has to offer.
If you’re reading this article, it means that you’ve taken the first step to receive financial advice for your future. Congratulations! At EFC Wealth Management, we understand that the first step can be difficult, and you’ve made the right decision to learn more about our program. I, Cory Chapman, Managing Partner of EFC Wealth Management, am excited to present all that our firm has to offer.
Working with EFC, you can expect to work with financial advisors that are present, compassionate, and people-oriented. Our passion is in serving you and the greater Los Angeles community, and we believe that we can strengthen that community by building a stronger financial future for its people one plan at a time.
Our process for building a stronger future involves four steps. The first step is to do what we call “Designing your Fiscal House.” We will go over your current financial situation and talk about your goals for retirement and your fiscal future. Next, we will “Reveal the Cracks” in your foundation by identifying places where your money isn’t well spent. Then, we will go through the process of “Funding Construction” for your Fiscal House, creating a game plan that works with you, your family, and your financial situation to pursue the retirement you deserve. Finally, we’ll have you “Move In” to your Fiscal House by reviewing your plan and setting it in stone.
Financial and retirement planning can be confusing, and you can make crucial mistakes by figuring it out alone. EFC Wealth Management has the best interests of you and your family in mind, and with several decades of financial planning experience under our belts, you can leave our office with the keys to your future in hand.
Want to get started on designing your Fiscal House? Want to learn more about EFC Wealth Management? Contact us today!