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June 14, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome Star Financial! Star Financial specializes in life insurance, disability insurance, long term care insurance, and annuities. Read more about their founder and advisors on their SME page: https://myfinancialcoach.com/personnel/star-financial/ If you...
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June 7, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome BPA Wealth Management! They can help with income tax planning, investment planning, estate planning, exit planning, risk management planning, and benefit planning. Read more about Danny and Mike on their...
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May 2 , 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome FMC, Financial Benefits Group LLC! They can help with bank owned life insurance, planning for tax exempt organizations, and more. Read more about Jim,  Spencer and Scottie on their...
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April 25, 2022, Scottsdale, AZ – My Financial Coach has recently brought Triton Wealth Strategies onto our SME team. Barry has nearly 30 years of experience in creating unique investment and retirement planning strategies for each of his many clients. Read more about Triton Wealth Strategies on their SME page here: https://myfinancialcoach.com/personnel/triton-wealth-strategies/ And, if you...
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April 13, 2022, Scottsdale, AZ – What exactly goes into creating an NFT collection? What makes an NFT valuable? Are NFTs really just expensive digital pictures?!  We understand that many people are becoming more aware of the existence of NFTs and cryptocurrencies. Here at My Financial Coach, we are exploring how they fit into the...
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April 18, 2022, Scottsdale, AZ – We have exciting news! Our Subject Matter Expert program at My Financial Coach (MFC) is continuing to grow, and we are excited to welcome Maguire Financial Group. Maguire Financial Group offers expertise on taxes, estate planning, business succession planning, and life insurance. Their group has been in operation for...
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April 4, 2022, Scottsdale, AZ – We have had the pleasure of adding to our Subject Matter Expert program at  My Financial Coach (MFC). We would like to add to this roster with Home Wealth IQ! A home is not just a roof over your head. It will at some point be a major source...
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March 18, 2022, Scottsdale, AZ – We are very pleased to welcome our most recent addition to our Subject Matter Expert group. Tristar Strategic Group is able to help with a variety of topics, including life insurance, wealth management, and estate planning. They also have the unique capability of monetizing the goodwill for physician practices....
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March 14, 2022, Scottsdale, AZ – We are very proud to share that we have added a new Subject Matter Expert to our list of partnerships!  When our clients work with eLegacy, they gain access to a dedicated legal team that  works with clients on their estate and business planning concerns. Their team consists of...
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March 9, 2022, Scottsdale, AZ – Do you have life insurance, tax planning or wealth management needs? My Financial Coach (MFC) is pleased to announce our newest Subject Matter Expert (SME) partnership with Martin Financial Group, as they can help you with these items and more! We put in the due diligence in the evaluation...
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