Are You Really
Ready to Retire?
Discover the Retirement Readiness Toolkit — your free step-by-step resource to help you plan, protect and enjoy your retirement years with confidence.
About the Toolkit
Retirement is one of life’s biggest transitions — and it’s never too early (or too late) to plan it right.
The Retirement Readiness Toolkit from EFC Wealth Management Inc. provides practical resources, expert insights, and real examples to help you take control of your financial future.
What's Inside
Two Best-Selling Books by Cory Chapman
Actionable strategies for creating tax-efficient income and managing risk.
4 Comprehensive Retirement Guides
Step-by-step frameworks for planning, investing, and protecting your retirement lifestyle.
Top 5 Things to Do Before You Retire
Cory’s expert checklist to help you prepare with confidence.
Sample Retirement Readiness Report
A detailed look at how we evaluate retirement preparedness for our clients.
Complimentary Strategy Session
When you download your toolkit, you’ll also receive a complimentary 15-minute retirement strategy session with an EFC fiduciary advisor.
This session helps you:
- Evaluate your current plan and identify gaps
- Understand your income, tax and healthcare outlook
- Learn how to optimize your financial readiness
Meet Cory Chapman
Cory Chapman, founder of EFC Wealth Group Inc., has spent over two decades helping individuals unlock their Code to RetirementTM. His philosophy centers around the four pillars of retirement success – Financial Security, Tax Efficiency, Healthcare Protection, and Estate Planning.
Your Retirement Future Starts Here
Download your Retirement Readiness Toolkit and take the first step toward a secure, fulfilling retirement.