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Submitted URL: http://efsplanning.com/
Effective URL: https://www.efsplanning.com/
Submission: On August 15 via api from US — Scanned from DE
Effective URL: https://www.efsplanning.com/
Submission: On August 15 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
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</form>Text Content
6520 Lonetree Blvd., Suite 2020, Rocklin, CA 95765 916-333-2086 fred@EFSplanning.com Client Login Menu * Home * About Us * Meet the Team * Our Mission * Services * Useful Links * Weekly Market Commentary * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Contact Client Login WE HELP MAKE YOUR RETIREMENT AN ADVENTURE WORTH SHARING. OUR APPROACH We create strategies that are tailored to your needs and goals. Learn more OUR HISTORY Years of experience have prepared us to guide you through life's transitions. Learn more OUR VALUES Trust. Honesty. Integrity. We believe values matter, and we live by ours. Learn more PERSONALIZED FINANCIAL SERVICES Let's build a specialized plan for you. Ask Us How PERSONALIZED FINANCIAL SERVICES Let's build a specialized plan for you. Ask Us How PERSONALIZED FINANCIAL SERVICES Let's build a specialized plan for you. Ask Us How PERSONALIZED FINANCIAL SERVICES Let's build a specialized plan for you. Ask Us How PERSONALIZED FINANCIAL SERVICES Let's build a specialized plan for you. Ask Us How WHO WE ARE Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. Learn more DISCOVER HIDDEN OPPORTUNITIES We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind. Learn more WHERE DO YOU WANT YOUR FINANCIAL ROADMAP TO TAKE YOU? Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service. HAVE A QUESTION? Name Email Address Phone Question Send Thank you! Oops! n!2sus" width="600" height="450" frameborder="0" style="border: 0;" allowfullscreen=""> CONTACT Office: 916-333-2086 Fax: 916-367-5347 6520 Lonetree Blvd. Suite 2020 Rocklin, CA 95765 Series 6, 7, 63, 66 fred@EFSplanning.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC. Advisory services offered through Osaic Wealth, Inc.Osaic Wealth, Inc. and Essential Financial Strategies are separate entities. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, GA, HI, ID, NV, NM NC, OH, OR, UT. No offers may be made or accepted from any resident outside the specific states referenced.