November 30, 2018, Scottsdale, AZ — My Financial Coach (MFC) is pleased to announce today that eight SMEs (Subject Matter Experts) have been on-boarded to the My Financial Coach platform. All Subject Matter Experts have been vetted for top performance in their respective areas of expertise.
The on-boarding of eight firms with subject matter expertise are as follows:
Brian Yolles is an SME in concentrated stock positions. Brian and his firm StockShield bring creative solutions to clients with large concentrations of stock they wish to protect. StockShield also offers an innovative solution to protect nonqualified deferred compensation balances against company creditors.
Paul Bufty and Financial Group of Philadelphia bring retirement and annuity expertise to MFC. A growing number of individuals seek annuity solutions. Paul’s firm offers specialized skills and evaluation processes in this area.
Andrew Bluestone and Select Benefits Group bring expertise in the qualified and nonqualified retirement industry with focus on risk management strategies around life insurance and investment management tools to help protect client net-worth.
Ken Buckley and The Buckley Group provide expertise in the premium financing area as it relates to funding large purchases of life insurance coverage, especially for estate planning purposes. The Buckley Group follows a proprietary process to deliver this service.
Don Prehn and Blue Star add expertise in long-term care solutions, a complex area requiring customized applications. Blue Star offers resources to enable clients to fully evaluate all options and alternatives.
Mark Davis of CCP, Inc. is an expert in providing highly compensated individuals with long-term disability solutions to match their needs. The CCP, Inc. approach provides coverages above employer plan limits and covers compensation such as bonuses, long-term incentive compensation, unvested stock options, restricted stock and employment contract provisions.
Andreas Stuermann of Stuermann Consulting provides life insurance solutions for fiduciaries, affluent families, entrepreneurs and executives. The firm’s evaluation process helps clients stress test their existing coverages, as well as evaluate and execute the purchase of needed coverages.
Brian Sandy and IMA Select, LLC is an SME in the property, casualty and liability insurance coverage area. As the sixth largest independently owned broker in the United States, IMA Select provides exceptional financial insight for MFC clients.
About Subject Matter Experts
A major distinction exists between the average SME and the top experts selected by MFC. While both hold specific areas of valuable knowledge to reach client goals, value is further strengthened through MFC’s rigorous research and screening process. The firm’s mission is to promote and verify excellence by assessing and certifying conformity to high-professional standards of conduct. MFC’s selected experts range in expertise from tax, estate planning, investment management to insurance, concentrated stock solutions, and philanthropy and other areas.
The My Financial Coach program delivers an affordable, corporate-sponsored group benefit for executives and employees so they will be able to turn to CFP® Professionals as unbiased and non-selling financial coaches for independent fiduciary advice, then self-invest; or rely on financial coaches to strengthen and enhance work with an individual’s current advisors; or turn to the MFC coaching service to access a thoroughly evaluated reservoir of SMEs in virtually every aspect of financial planning and implementation including retirement planners, top money managers, insurance experts, estate planning lawyers, and tax specialists.
Users can access live chat, phone, and email on mobile and desktop platforms, with 24/7 email support for advice, questions, or second opinions on everything from mortgages, debts, and investments to insurance, taxes and retirement readiness.
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.