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August 25, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome Navon Wealth Advisors!  Navon works with individuals and business owners of wealth in order to protect and enhance what they have built now and for multiple generations. They specialize in...
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August 11, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome McCarthy Tax Preparation! McCarthy Tax Preparation specializes in tax planning, tax preparation, and bookkeeping. McCarthy Tax Preparation focuses on helping higher income professionals keep more of their hard earned money...
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July 14, 2022, Scottsdale, AZ – Our team here at My Financial Coach has been working around the clock to bring financial wellness and coaching to everyone. We have had the pleasure of finalizing a significantly new and important project these past few months.   My Financial Coach has always been at the forefront of...
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July 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 NovaPoint Capital LLC!  They can help with investments, overall wealth management, and fiduciary services. Read more about Alan and his team on their SME page: https://myfinancialcoach.com/personnel/novapoint/ If you have any...
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July 12, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome TCS!  They can help with disability, life and family insurance. They also feature their one of a kind Foresight Factor™ planning model. Read more about David and Steven on their...
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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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