+1 760.340.4277 customerservice@myfinancialcoach.com

An Opinion You Can Trust.

Work with a CERTIFIED FINANCIAL PLANNER™ for an unbiased and unconflicted review.



    As a member of Association Health Plan

    Get 1 Year of Financial Planning With No Cost


    Full access to CFP®s and online platform
  • Included as part of the health-benefit program


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Association Health Plan was founded on the premise of providing a single-source, turn-key employee healthcare solution to independent contractors. Apollo Insurance Group and My Financial Coach have found a solution.

 

A Comprehensive health-benefit program for groups as low as one, features include:

  • ACA compliant benefits (includes all 10 “essential benefits” in ACA guidelines
  • Fully funded/fully insured plan options, 1st dollar coverage
  • Designed to include those with certain health issues
  • Sole proprietors welcome (including 1099 workers)
  • Large group rates
  • In-Network coverage in all 50 states, plus DC & Puerto Rico
  • Deductible options range from $0 to $10,000
  • Health Savings Account (HSA) plan options
  • Access to voluntary benefits
  • Pharmacy services
  • Cover through Blue Cross & Blue Shield

For More Information on Coverage

Our coaches can help you with:

  • Retirement Planning
  • Charitable Planning
  • Debt Management
  • Education Planning
  • Risk Management and Asset Protection
  • Vision and Goals
  • Succession Planning
  • Tax Planning
  • Estate planning

Digitally organize all of your: 

  • Financial accounts
  • Tax and legal documents
  • Insurance coverages
  • Investments
  • Annuities, IRAs, 401(k)s
  • Employer compensation and benefit plans
  • Stock options, RSUs, restricted shares
  • Real estate holdings
  • Estate planning
  • Wills, Trusts, Deeds

Wealth.com, in association with My Financial Coach, allows you to create state-specific digital estate planning documents that determine how your assets will pass to your loved ones and designate key decision-makers. This is a $4,500 to $7,000 value that is included in the price of planning.

Estate planning and trust services include:

  • Last Will & Testament
  • Revocable Trust & Pourover Will
  • Guardianship Nomination
  • Advance Health Care Directive

After completion, get complimentary printed copies of your estate plan documents mailed directly to you. The pages include a QR code feature that allows for easy and quick access to digital copies of your documents. You can also choose to grant trusted individuals emergency access to your digital platform should the need arise. You also have the option to consult directly with an attorney for 30 mins at a pre negotiated cost.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.