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News

News

March 14, 2022, Scottsdale, AZ – We are very proud to share that we have added a new Subject Matter Expert to our list of partnerships!  When our clients work with eLegacy, they gain access to a dedicated legal team that  works with clients on their estate and business planning concerns. Their team consists of a...
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November 10, 2021, Scottsdale, AZ – My Financial Coach is proud to announce our newest addition to our Subject Matter Expert program!  We would like to welcome Mark Leyden & Associates, LLC. They can help with insurance needs as well, such as disability insurance. as well as business succession planning. Be sure to check out this...
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October 19, 2021, Scottsdale, AZ – My Financial Coach is very proud to announce that we have added new Subject Matter Expert partnerships!  The first SME that we would like to welcome aboard is Bridlewood. In the complex world of Medicare, their agents can help you understand your options and what is available in each state....
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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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March 31, 2021, Scottsdale, AZ – We would like to introduce our newest Subject Matter Expert: “JLW Financial and Insurance Services” to the Subject Matter Expert program of My Financial Coach Through the Subject Matter Expert program, JLW brings capabilities in the areas of: insurance, tax planning, estate planning, exit planning, retirement planning and more.   You can...
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