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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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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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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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November 18, 2020, Scottsdale, AZ – We are very excited to announce that My Financial Coach (MFC) will now be working with ACSIA Partners LLC (ACSIA Partners). The financial advising services that MFC will provide is just one of the many helpful services offered through ACSIA Partners via their “YourCare360” platform. YourCare360 offers access to...
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July 16, 2020, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a new partnership with Bryson Financial, our latest Subject Matter Expert (SME) that has been on-boarded to the My Financial Coach platform. MFC continues to grow the firm and engages with top-performing vetted Subject Matter Experts in their respective areas of...
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July 15, 2020, Scottsdale, AZ—My Financial Coach (MFC) announces a new partnership with MDVIP, the national leader in membership-based healthcare. MFC will offer financial planning as a benefit to MDVIP-affiliated physicians by applying the expertise of its extensive team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to provide education and impartial advice such as tax planning,...
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June 3, 2020, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a unique benefits solutions offering in association with Milton Park Partners. MFC is now offering an all-inclusive Concierge Benefits Program for Self Employed Individuals. Small businesses, independent contractors, and entrepreneurs of all forms are the lifeblood of the U.S. economy, employing...
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May 29, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), CBC Financial. CBC Financial offers custom-tailored solutions designed to meet their clients’ retirement goals delivered with competence, independence, ongoing personalized service, and support. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within...
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May 22, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), McHenry Advisers. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. MFC conducts a thorough vetting process of all of our SME partners and looks forward to a strong working...
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