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Subject Matter Expert
August 25, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome Navon Wealth Advisors!  Navon works with individuals and business owners of wealth in order to protect and enhance what they have built now and for multiple generations. They specialize in...
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July 7, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome NovaPoint Capital LLC!  They can help with investments, overall wealth management, and fiduciary services. Read more about Alan and his team on their SME page: https://myfinancialcoach.com/personnel/novapoint/ If you have any...
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July 12, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome TCS!  They can help with disability, life and family insurance. They also feature their one of a kind Foresight Factor™ planning model. Read more about David and Steven on their...
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June 7, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome BPA Wealth Management! They can help with income tax planning, investment planning, estate planning, exit planning, risk management planning, and benefit planning. Read more about Danny and Mike on their...
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May 2 , 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome FMC, Financial Benefits Group LLC! They can help with bank owned life insurance, planning for tax exempt organizations, and more. Read more about Jim,  Spencer and Scottie on their...
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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 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...
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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...
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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...
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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...
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