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Legacy & Wealth Building

"Earn it," Save it," Invest it!" Tools to empower you to be a financial LENDER not a borrower.

Legacy & Wealth Building

"Earn it," Save it," Invest it!" Tools to empower you to be a financial LENDER not a borrower.

The ABUNDANCE of CHOICE

Our mission is to provide exceptionally useful information regarding the process of building and maintaining wealth for yourself and your family's future. Our programs facilitate training and development activities that demystify the investment industry  and wealth building through valuable information sharing, timely communication commentary and easy to use investigative tools to launch your desired financial wealth building process. Are you ready start investing in your financial growth and development?

Benefits of Creating a Financial Plan

An excellent place to start building wealth for your desired future.

Receive tax advantages retirement account that allows you to choose which investment are made.

Instills peace of mind as well as a heightened confidence in your financial future.

Opens up opportunities for other investments.

Helps you develop a more complete financial portfolio.

Gives you the means and methods to accomplish the financials goals of your choosing.

1-Define-Legacy-and-Wealth-Building-Process-EFCHOICE-Process
2-Sustain-Legacy-and-Wealth-Building-Process-EFCHOICE-Process
3-Align-Legacy-and-Wealth-Building-Process-EFCHOICE-Process
4-Attain-Legacy-and-Wealth-Building-Process-EFCHOICE-Process
5-Sustain-Legacy-and-Wealth-Building-Process-EFCHOICE-Process

SERVICE OFFERINGS

Tools, techniques and/or strategies where EFChoice can help.

Portfolio Assessment

Could your portfolio be performing better?

Investing 101

Assessment of current challenges and desired outcomes.

Portfolio Planning

Identifying where you are know and what you need to get to where you want to be.

Investment Opportunities

Building a strategy for self promotion in the new environment to for successful transition.

Advanced Investment Techniques

Learn how to properly frame conversations both verbally and written.

Transition Planning

Find out whats going on behind the scenes in order to minimize blindspots.

Retirement Planning

Process Structure Techniques, strategies and tools to facilitate transition.

Wealth Building Mindset

Developing a mental model for approaching building wealth.

Becoming a Lender

Gain returns like a bank.

Frequently Asked Questions

Ready to get started? Contact us today for a free consulation.

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