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MFC welcomes Its Newest Subject Matter Expert, Wealth Legacy Group

My Financial Coach > News > MFC welcomes Its Newest Subject Matter Expert, Wealth Legacy Group

February 24, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Experts (SME), Wealth Legacy Group®, Inc. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. Wealth Legacy Group®, Inc. stands among those leaders in their core values and mission to serve others in their financial planning needs. MFC’s rigorous research and screening process will ensure the on-boarding of firms producing the very best quality of work and satisfactory assistance to our clients. We are looking forward to working alongside our friends at Wealth Legacy Group®, Inc. to help our clients achieve their financial goals and build wealth for the future.

 

About Wealth Legacy Group®, Inc.

R. J. Kelly is the Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc., who brings decades of experience in providing for the diverse needs of closely-held businesses and professional families. R. J., along with his team of professionals work to provide a roadmap to ensure that wealth is protected through all stage of the financial life cycle.  Their proprietary process encompasses everything from asset & risk management, estate & business transition planning, retirement & wealth management, and family & employee relationships. We are excited to partner with a team that is committed to providing a unique and multi-disciplinary planning experience to exceptional entrepreneurs, professionals, executives and their families. Read more about R. J. Kelly and Wealth Legacy Group®, Inc. on our SME Page.

 

About My Financial Coach

MFC provides financial-wellness programs to an organization’s key employees as an affordable employee benefit. Its CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals develop personalized financial plans to meet employees’ lifetime goals. MFC’s CFP® professionals develop an extensive plan for a client’s personal assets and workplace benefits to ensure maximum long-term results for the client and their families. Part of this process includes consulting with qualified SMEs to provide the best financial outcome for each client.

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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.

 

 

 

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