An Opinion You Can Trust.

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

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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, 1^st 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

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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

Wealth.com, in association with My Financial Coach, allows you to create state-specific digital estate planning documents that determine how your assets will pass to your loved ones and designate key decision-makers. This is a $4,500 to $7,000 value that is included in the price of planning.

Estate planning and trust services include:

Last Will & Testament
Revocable Trust & Pourover Will
Guardianship Nomination
Advance Health Care Directive

After completion, get complimentary printed copies of your estate plan documents mailed directly to you. The pages include a QR code feature that allows for easy and quick access to digital copies of your documents. You can also choose to grant trusted individuals emergency access to your digital platform should the need arise. You also have the option to consult directly with an attorney for 30 mins at a pre negotiated cost.

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.