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estate planning
July 28th, 2023, Scottsdale, AZ— My Financial Coach (MFC) is very excited to present the newest Subject Matter Expert (SME) in our team of vetted professionals. Let’s welcome Craig Calentino of United American Mortgage! He brings with him 36 years in the mortgage industry and can handle any type of mortgage that’s done today including...
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July 21st, 2023, Scottsdale, AZ— My Financial Coach (MFC) is very pleased to present a brand new Subject Matter Expert (SME) added to our team of vetted experts. Let’s welcome Sterling Advisor Solutions! Sterling is dedicated to helping financial advisors and their clients by offering turnkey solutions to a wide variety of client situations ranging from...
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April 18, 2022, Scottsdale, AZ – We have exciting news! Our Subject Matter Expert program at My Financial Coach (MFC) is continuing to grow, and we are excited to welcome Maguire Financial Group. Maguire Financial Group offers expertise on taxes, estate planning, business succession planning, and life insurance. Their group has been in operation for...
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March 18, 2022, Scottsdale, AZ – We are very pleased to welcome our most recent addition to our Subject Matter Expert group. Tristar Strategic Group is able to help with a variety of topics, including life insurance, wealth management, and estate planning. They also have the unique capability of monetizing the goodwill for physician practices....
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