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...Read More
March 9, 2022, Scottsdale, AZ – Do you have life insurance, tax planning or wealth management needs? My Financial Coach (MFC) is pleased to announce our newest Subject Matter Expert (SME) partnership with Martin Financial Group, as they can help you with these items and more! We put in the due diligence in the evaluation...Read More
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...Read More
November 18, 2020, Scottsdale, AZ – We are very excited to announce that My Financial Coach (MFC) will now be working with ACSIA Partners LLC (ACSIA Partners). The financial advising services that MFC will provide is just one of the many helpful services offered through ACSIA Partners via their “YourCare360” platform. YourCare360 offers access to...Read More
June 3, 2020, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a unique benefits solutions offering in association with Milton Park Partners. MFC is now offering an all-inclusive Concierge Benefits Program for Self Employed Individuals. Small businesses, independent contractors, and entrepreneurs of all forms are the lifeblood of the U.S. economy, employing...Read More
May 29, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), CBC Financial. CBC Financial offers custom-tailored solutions designed to meet their clients’ retirement goals delivered with competence, independence, ongoing personalized service, and support. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within...Read More
May 22, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), McHenry Advisers. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. MFC conducts a thorough vetting process of all of our SME partners and looks forward to a strong working...Read More