Trust, Loyalty and Confidence.

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 will help them feel more confident about their future by informing them with our financial workshops and webinars and help them to make informed financial decisions while feeling empowered.

Our Story

Our Story

In 2003, Cory and Delilah started their own Financial Planning and Wealth Management Firm. EFC Wealth Management Firm has helps individuals make sense of the complicated world of retirement planning. EFC specializes in working with three types of clients. The first type of client is the corporate employee transitioning from their jobs into retirement by focusing on designing and implementing a retirement strategy to help them maintain their desired lifestyle. The second type of clients are business owners looking to structure and create the right retirement plan not only for themselves but their employees, as well. The last type of client we specialize in are women investors. We pride ourselves in helping women take charge in their financial independence. We become the partner they deserve and desire to help them build their own financial future.