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My Financial Coach (MFC) is excited to announce a unique financial solutions offering in association with Milton Park Partners

My Financial Coach > News > My Financial Coach (MFC) is excited to announce a unique financial solutions offering in association with Milton Park Partners

June 3, 2020, Scottsdale, AZMy Financial Coach (MFC) is excited to announce a unique benefits solutions offering in association with Milton Park Partners. MFC is now offering an all-inclusive Concierge Benefits Program for Self Employed Individuals.

Small businesses, independent contractors, and entrepreneurs of all forms are the lifeblood of the U.S. economy, employing 48.3% of all workers. (Source: US Census Bureau, Business Dynamics Statistics, 2014.) Despite employing nearly half of all working Americans, 34% of small business owners do not offer retirement savings plans, and even more alarmingly for businesses with fewer than 10 employees, only 28% offer access to them. (Source: Survey Information from SCORE a 501(c)(3) nonprofit organization and a resource partner of the SBA.) While independent contractors may have the benefit of only having to choose a retirement plan that fits their own needs, they too face the same obstacles of administrative fees and paperwork.

Although retirement has become a commonplace benefit of larger employers, there are numerous group benefits that many small businesses and independent contractors miss out on either because of cost or administrative concerns. In fact, only around 50% of small businesses with under 10 employees were found to be offering health insurance. (Source: Kaiser Family Foundation, Survey of Employer Health Benefits.) For independent contractors and uninsured small business owners/employees, the Health Care Exchange can be a difficult and expensive market to navigate.

Furthermore, other group benefits such as vision, dental, life, and disability insurance are more-often-than-not offered as the exception rather than the rule. While some small business owners and independent contractors may be able to find some group coverage through professional organizations, oftentimes that coverage is still inadequate and no one near as cost-effective as true group pricing.


But what if things could be different?

My Financial Coach is known for providing its clients with a dedicated CERTIFIED FINANCIAL PLANNER™ professional who will create a comprehensive and unbiased financial plan. As part of their process, these Financial Coaches identify potential gaps in a client’s financial situation including using advanced technology to provide an analysis of existing individual and employer benefits. These gaps in planning offer potential opportunities unique to small businesses and independent contractors.
For example, those working for a large company today likely already have some group benefits, but if an employee wants to improve their benefits, they would likely need to shop in the private marketplace where individual solutions can become quite expensive.
However, for the self-employed individual, there are opportunities to have My Financial Coach identify those needs, and for Milton Park Partners to offer an employer or independent contractor Fortune 500 level company benefits at affordable rates. This collaboration lets entrepreneurs focus on their business, remain independent, but reap all of the benefits of the other half.


About Milton Park Partners

Wayne Surman, Founder and CEO, founded his organization in 2014. With a background of over 45 years in international and domestic sales, his experience in working with different medical billing, staffing, and technology companies, allowed him to recognize a critical gap in benefits and human resources available to smaller firms. This experience led him to create a company that would work to serve the benefit solution needs of the under-served small business.

As an experienced leader in Benefits Solutions, Milton Park Partners offers big benefits for small businesses including:
– Large Group Health Plans
– Vision and Dental
– Life Insurance
– Short and Long Term Disability
– Retirement Plans without high fees
– Human Resources
– Payroll
– Compliance

As well as Coverage for Contract Labor
MFC is enthusiastic about the opportunity to collaborate with Milton Park Partners in offering a unique and all-inclusive concierge benefits program for self-employed individuals. Read more about this offering on our new Coaching Model page for Self Employed Individuals.


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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