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Our Programs
- - - Code 2 Retirement™
    - Our proprietary framework coordinating growth, income, safety, tax planning and cash.
  - - Wealth Builder
    - Consistent investing habits and a personalized plan while you grow your wealth.
- - - Jump Start
    - Get organized, pay down debt and take your first steps toward investing.
Who We Help
- - - Preparing for Retirement
    - Coordinating your path to financial freedom before the final years of your career.
  - - Retirees
    - Protecting your assets and sustaining income throughout every stage of retirement.
- - - Wealth Builders
    - Advanced tax and investment strategies designed for peak-earning individuals.
  - - Women Investors
    - Personalized guidance through divorce, career change, or loss of a spouse.
Services
- - - Retirement Planning
    - Retirement is not simply a date on the calendar. It is a major financial transition.
  - - Wealth Management
    - Bring Every Part of Your Financial Life Together.
- - - Investment Management
    - Invest with a Strategy Built Around Your Goals.
  - - Income Planning
    - Turn Your Retirement Savings into a Thoughtful Income Strategy.
- - - Tax Planning
    - Legal strategy of organizing your finances to minimize the amount of tax you owe.
  - - Estate Planning
    - Estate planning is about more than determining who receives your assets.
- - - Insurance Solution
    - Protect What You Have Built and Prepare for What Comes Next.
  - - Healthcare Planning
    - Make Healthcare Part of Your Retirement Strategy.
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Past Events

State of the Union 2023

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State of the Union 2023

Important Disclosure

EFC Wealth Management Firm, LLC is a California State Registered Investment Advisor. Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC.

EFC events are provided for general educational and informational purposes only. They are not intended as individualized investment, insurance, tax or legal advice or as a recommendation to buy or sell any security or financial product. Investing involves risk, including the possible loss of principal. Attendance or registration does not create an advisory relationship. Advisory services are provided only through an applicable written client agreement.