June 24, 2024, Phoenix, AZ— My Financial Coach (MFC) is thrilled to unveil its latest offering: a CFP® guided tax planning and filing services for a full tax year starting in the year 2024, available for launch July 1st. Key Features of the Service: Seamless Annual Electronic Tax Filing Comprehensive Tax Reports and Analysis Cutting-Edge Tax...Read More
May 11th, 2024, Phoenix, AZ— At My Financial Coach, we have added to our Subject Matter Expert roster. Our most recent SME to join is Harding Financial Partners, Inc. They are dedicated to offering an array of coordinated tax efficient strategies and financial structure options to clients that are looking to build, protect and distribute their...Read More
April 29th, 2024, Phoenix, AZ— My Financial Coach (MFC) proudly presents Wellington Wealth Strategies as the newest addition to our esteemed selection of Subject Matter Experts (SMEs). They are led by a team of seasoned professionals specializing in Tax Advantage Real Estate Transactions with a focus on investment management. For more information about Max Moritz and...Read More
January 8, 2024, Phoenix, AZ— My Financial Coach (MFC) is very excited to present KleeCo Insurance! They are the newest Subject Matter Expert (SME) in our team of vetted professionals. Bob Klee and his team at KleeCo are the ideal choice for home, yacht/boat, RV, auto and umbrella insurance for clients all over the USA. His...Read More
November 9, 2023, Phoenix, AZ— As part of My Financial Coach’s commitment to filling the expertise needs of our clientele, we are proud to announce our newest Subject Matter Expert, Axias Wealth Advisors. From student loan forgiveness to reducing tax drag on investments, Axias Wealth Advisors understands the unique challenges and needs of physicians, business owners,...Read More
