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News

July 7, 2021, Scottsdale, AZ – We would like to welcome our newest Subject Matter Expert: Laffer Tengler Investments. They are a team of investment professionals that bring decades of institutional experience in managing family investments. They value building relationships and work hard to understand what’s important to the client. They use a data-driven approach to managing...
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June 30, 2021, Scottsdale, AZ – Our network of Subject Matter Experts is continuing to grow! We would like to welcome our newest SME, Higley Financial.  Higley Financial, LLC. is headquartered in Portland, Oregon, and provides services such as investment management, insurance protection programs, and trust services. They also serve businesses, and provide valuation, transfer and succession...
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June 16, 2021, Scottsdale, AZ – As part of our commitment to filling the expertise needs of our clientele, we are proud to announce our newest Subject Matter Expert, Mazuma. They are a one-stop shop for bookkeeping, taxes, and accounting advice. They are members of the AICPA, and each accounting team is led by a licensed...
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May 12, 2021, Scottsdale, AZ – SES ESOP Strategies has joined the roster of My Financial Coach’s Subject Matter Expert team. We are very excited to welcome SES ESOP to the team! They offer a customized, multidisciplinary approach to helping clients achieve their goals through their design of Employee Stock Ownership Plans (ESOPs). They were founded by...
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May 5, 2021, Scottsdale, AZ – My Financial Coach is  excited to announce our new partnership with “Summit Financial Group, LLC”. A Tennessee based firm, Summit Financial Group will be able to provide guidance on areas focusing on  annuities, employer group benefits, retirement plan design and more.   For more information about them, visit their page here:...
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