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

9 simple questions could help you have piece of mind when it comes to your retirement income. Start the journey today! 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.
Services
At EFC Wealth, we help you answer the question of where your income will come from once you retire and help you effectively respond to the uncertainty of investment market risk. Since 2002, EFC has helped individuals make sense of the complicated world of retirement planning. We strive to become the partner they deserve and desire, to help them build their own financial future.
We believe that retirement is not a luxury but a necessity and everyone deserves to live their ideal lifestyle. Through proper planning, we can help you get there. We build lifelong relationships with our clients. Since early 1996, it has been our founder's mission to provide exceptional service with a personalized touch.
Creating your Sound Fiscal House to help you achieve the retirement you and your family deserve. EFC Wealth Retirement Strategies involves a systematic approach starting with the alignment of your emotional and financial goals, which we help identify during our thorough Meeting of the Minds Discovery Meeting.
Do you know if you're on the right track to retirement? Don't feel bad if you're unsure - the fact is, most Americans have yet to figure out their retirement plan or if their finances line up with the future. Now, what if I told you that tracking your retirement could help you save thousands of dollars, and that the cost to get started is absolutely free?
Cory Chapman has made it his mission to help as many families as he can achieve a successful retirement. His credentials and experience is pretty extensive. Cory has successfully passed his series 6, 7, 63, 65, 24 securities licenses exams. He is currently securities registered in California, Arizona, Florida, Kansas, Texas, Utah, and Maryland.
Reviews (3)
Chole McGraw
Chole McGraw
Dec 31, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Impressed beyond words with Cory and his wonderful staff at EFC--they are canny about investments, up to the changing events on the investment scene and caring about their investors. I feel safe and heard in their hands.
Lauryn Wilson
Lauryn Wilson
Dec 29, 2021
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Positive: Professionalism, Quality, Responsiveness
Everyone at EFC has been so warm and welcoming! Cory and Delilah are so knowledgeable and personable. I'm so happy I found a firm that I can
trust.
Ld R.
Ld R.
Aug 20, 2019
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A very comfortable money management process... I was gently guided through EFC’s plan for my fiscal security & freedom.
All of my questions (anticipated & asked) were answered to my satisfaction.
Corey & the staff @EFC are warm & caring & professional...
I’m very pleased with EFC.