October 18, 2018, Scottsdale, AZ—My Financial Coach (MFC) announces today the launch of its new website designed to help employees coordinate and leverage their personal assets with their employer-provided benefits which holds the potential for workplace wealth.
“Our MFC program is an affordable, corporate-sponsored group benefit which enables employees to 1) turn to CFP® Professionals as financial coaches for independent fiduciary advice, then self-invest; or 2) use our financial coaches to augment work with the employee’s existing advisors; or 3) use our coaching service to access subject matter experts in virtually every aspect of financial planning and implementation,” says co-founder of MFC, William L. MacDonald. Of the four co-founders, Dr. Arthur Laffer, the ‘father of supply-side economics’ and economic advisor to President Reagan, Chris Cruttenden of Cruttenden Partners, and Andy Ramey, a consultant on disruptive innovations form the leadership team.
CFP® Professionals serve as unbiased, non-selling coaches. A carefully selected and vetted SME team includes retirement planners, top money managers, insurance experts, estate planning lawyers, and tax specialists. Both CFP® Professionals and SMEs work closely with the employer’s human resources team to clearly understand all compensation and benefits programs, then build a strategic path toward workplace wealth. Users easily access live chat, phone, and email on mobile and desktop platforms, and 24/7 email support for advice, answers to questions, or second opinions.
MFC’s SmartTech system gives users a single access point to securely view financial accounts, tax and legal documents, insurance coverages, investments, annuities, individual retirement accounts, 401(k)s, employer compensation and benefits plans, stock options, restricted stock units and shares, real estate holdings, estate planning documents, wills, trusts and deeds. Users see their entire financial picture in a single glance and they can store all documents in a secure online vault and collaborate with their CFP® Professional coach or other advisors remotely.
Mr. Enpo Tu, newly appointed Chief Operating Officer of MFC, brings with him a deep appreciation for the personal nature of financial decisions. He strives to provide financial literacy and fulfill his career-long commitment to better financial wellness in this country.
He currently holds the following designations: Series 7, Series 66, Life and Health, CFP® Professional, CHFC®, CLU®, RICP®, CAP® and will complete in December his Master of Science in Financial Services with an emphasis on legacy planning. Formerly, Mr. Tu was a planner for LearnVest, a financial representative for Bank of America, and a financial consultant for AXA Financial.
Contact MFC at firstname.lastname@example.org or 760.340.4277
Like and Follow our pages on social media to keep updated on the latest news!
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.