+1 760.340.4277 customerservice@myfinancialcoach.com

An Opinion You Can Trust.

Work with a CERTIFIED FINANCIAL PLANNER™ for an unbiased and unconflicted review.



    As a member of
    Opticians Association of America

    Get 1 Year of Financial Planning for Free


    Full access to CFP®s and online platform
  • afterwards $100/Month


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Health Insurance for OAA Members

You lead a busy life and have many people looking to you for advice, services, and leadership. Your role allows you to provide important services that large companies require yet you struggle to find access to basic group benefits such as health insurance that rank and file employees have access to use. You know that there has to be a solution for creating personalized world-class solutions for yourself that go beyond the individual marketplace.

My Financial Coach, in association with Apollo Insurance, is here to help you with a first in class concierge HR solution for individuals who want benefits packages similar to leading Fortune 500 companies and guided by a dedicated personal CFP® professional. By analyzing your personal financial picture and lifestyle, we are able to create a benefits package that addresses your goals and helps you achieve peace of mind. 

 

A Comprehensive health-benefit program for groups as low as one, features include:

  • ACA compliant benefits (includes all 10 “essential benefits” in ACA guidelines
  • Fully funded/fully insured plan options, 1st dollar coverage
  • Designed to include those with certain health issues
  • Sole proprietors welcome (including 1099 workers)
  • Large group rates
  • In-Network coverage in all 50 states, plus DC & Puerto Rico
  • Deductible options range from $0 to $10,000
  • Health Savings Account (HSA) plan options
  • Access to voluntary benefits
  • Pharmacy services
  • Cover through Blue Cross & Blue Shield

For More Information on Coverage

Financial Planning

Our coaches can help you with:

  • Retirement Planning
  • Charitable Planning
  • Debt Management
  • Education Planning
  • Risk Management and Asset Protection
  • Vision and Goals
  • Succession Planning
  • Tax Planning
  • Estate planning

Digitally organize all of your: 

  • Financial accounts
  • Tax and legal documents
  • Insurance coverages
  • Investments
  • Annuities, IRAs, 401(k)s
  • Employer compensation and benefit plans
  • Stock options, RSUs, restricted shares
  • Real estate holdings
  • Estate planning
  • Wills, Trusts, Deeds

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.