+1 760.340.4277 customerservice@myfinancialcoach.com

In Partnership With:

Milton Park Partners

Small businesses can enjoy the employee welfare benefits and human resources advantages of large Fortune 500 companies. This is an innovative employment model wherein Milton Park Partners becomes the “employer of record and administrator” of employees:

-Payroll & Workers Compensation pay as you go
-Life Insurance
-Major Medical Health Insurance/HSA plans
-Allstate ID Theft
-Dental Insurance
-HR Administration
-Vision insurance

(Book a Meeting to Get Benefits)

My Financial Coach

Through Essential Anesthesia Management, receive an exclusive deal for $500 off retail pricing. Get access to an unbiased and comprehensive Financial Planning review by a CFP® at a discounted rate.

A Financial Coach will review and help you design your:

-Retirement Planning
-Exit and Succession Planning
-Estate Planning
-Tax Strategies
-Cash Flow Management
-Investment Management
-Risk Management

(Book a Meeting to Start Planning)

Mortgage Benefit Program

Mortgages for 1099 borrowers who might need help qualifying which may not be possible with a standard mortgage lender. The product allows for home purchases immediately at starting a new position. Mortgage rates are fixed for the first 5, 7 or 10 year and are available for regular as well as jumbo mortgages. Interest-only programs are available, getting the payments back in the range of conventional loans. Fill out form to get started:

Long-Term Disability Plan

Guaranteed issue long-term disability coverage up to $27,500 per month. Can replace or be in addition to current coverage. More details will be forthcoming. Contact wmacdonald@myfinancialcoach.com

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Our financial planning process is focused on helping you plan, not sell you products or invest your money. We focus on all the elements of a comprehensive plan and differ from traditional planners.

  • Retirement Planning
  • Exit and Succession Planning
  • Estate Planning
  • Tax Planning
  • Cash Flow Management
  • Investment Management
  • Risk Management etc.

Our CFP®s also have access to Subject Matter Experts in legal, tax, investments, insurance, exit planning etc. to bring solutions to your planning.

We can help you create a comprehensive financial plan that integrates your personal financial accounts and documents into one easy to view hub. This hub provides you a centralized story of your financial progress. You will have access to a dedicated Financial Coach, CERTIFIED FINANCIAL PLANNER™ (CFP®) who will not only create your initial financial plan but will act as an ongoing resource for you as your financial needs change. When it comes to your unique needs, you will see that My Financial Coach can help at all stages in your career.
 

Our CFPs® have access to a selected group of subject matter experts in tax, accounting, investments, insurance, succession, retirement and estate planning etc.

 

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.