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My Financial Coach
August 11, 2021, Scottsdale, AZ – My Financial Coach  is announcing our newest Subject Matter Expert. We are excited to welcome KNR Consulting Group, Inc. to our team of experts! They offer expertise in annuities, investment management, life insurance and wealth management. We seek out the best Subject Matter Experts to ensure that our clients get...
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July 7, 2021, Scottsdale, AZ – We would like to welcome our newest Subject Matter Expert: Laffer Tengler Investments. They are a team of investment professionals that bring decades of institutional experience in managing family investments. They value building relationships and work hard to understand what’s important to the client. They use a data-driven approach to...
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June 30, 2021, Scottsdale, AZ – Our network of Subject Matter Experts is continuing to grow! We would like to welcome our newest SME, Higley Financial.  Higley Financial, LLC. is headquartered in Portland, Oregon, and provides services such as investment management, insurance protection programs, and trust services. They also serve businesses, and provide valuation, transfer and...
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June 16, 2021, Scottsdale, AZ – As part of our commitment to filling the expertise needs of our clientele, we are proud to announce our newest Subject Matter Expert, Mazuma. They are a one-stop shop for bookkeeping, taxes, and accounting advice. They are members of the AICPA, and each accounting team is led by a...
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May 12, 2021, Scottsdale, AZ – SES ESOP Strategies has joined the roster of My Financial Coach’s Subject Matter Expert team. We are very excited to welcome SES ESOP to the team! They offer a customized, multidisciplinary approach to helping clients achieve their goals through their design of Employee Stock Ownership Plans (ESOPs). They were founded...
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May 5, 2021, Scottsdale, AZ – My Financial Coach is  excited to announce our new partnership with “Summit Financial Group, LLC”. A Tennessee based firm, Summit Financial Group will be able to provide guidance on areas focusing on  annuities, employer group benefits, retirement plan design and more.   For more information about them, visit their page...
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April 7, 2021, Scottsdale, AZ –My Financial Coach announces the onboarding of Access Retirement Solutions. This new Subject Matter Expert offers businesses of any size the capability of offering a retirement plan benefit to their employees without the expense and administrative burden of traditional 401(k) plans.  Access is led by a team of industry experts...
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March 31, 2021, Scottsdale, AZ – We would like to introduce our newest Subject Matter Expert: “JLW Financial and Insurance Services” to the Subject Matter Expert program of My Financial Coach Through the Subject Matter Expert program, JLW brings capabilities in the areas of: insurance, tax planning, estate planning, exit planning, retirement planning and more.   You...
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Over the course of the past few years, individuals have incorrectly used the terms Medicare and Medicaid interchangeably. Of course, with so much information out there, it is understandable why it is difficult to decide on which government program works best for you or a loved one. Below, we have provided answers to some of...
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January 27, 2020, Scottsdale, AZ – My Financial Coach (MFC) is expanding our Subject Matter Expert resources in the areas of legal, tax and accounting. As part of this process, we would like to welcome our newest Subject Matter Expert: Bergman & Jacobs, P.A. Attorneys at Law. They offer over 40 years of experience as a...
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