December 3, 2019, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a new partnership with Integrated Wealth Strategies, a Subject Matter Expert (SME) that has been brought on to the My Financial Coach financial planning platform. MFC continues to experience a year of both tremendous growth in their practice and having top performing vetted Subject Matter Experts in their respective areas of expertise.
About Integrated Wealth Strategies
Integrated Wealth Strategies (IWS) is made up of a team of CPAs, attorneys, and financial planners experienced in planning and execution for both families and businesses. They focus on identifying and protecting what is important to their clients and what is in their clients’ control. Their expertise can help clients reduce and defer taxes, reduce risk and cost to their plan, and help ensure a successful transition through all stages of a client’s life and on to the next generations.
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.
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.