Financial planning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. Financial advisors can use tax planning to show the tax consequences of different actions and to develop strategies that can help reduce taxes...Read More
November 10, 2021, Scottsdale, AZ – My Financial Coach is proud to announce our newest addition to our Subject Matter Expert program! We would like to welcome Mark Leyden & Associates, LLC. They can help with insurance needs as well, such as disability insurance. as well as business succession planning. Be sure to check out...Read More
May 12, 2021, Scottsdale, AZ – SES ESOP Strategies has joined the roster of My Financial Coach’s Subject Matter Expert team. We are very excited to welcome SES ESOP to the team! They offer a customized, multidisciplinary approach to helping clients achieve their goals through their design of Employee Stock Ownership Plans (ESOPs). They were founded...Read More
April 7, 2021, Scottsdale, AZ –My Financial Coach announces the onboarding of Access Retirement Solutions. This new Subject Matter Expert offers businesses of any size the capability of offering a retirement plan benefit to their employees without the expense and administrative burden of traditional 401(k) plans. Access is led by a team of industry experts...Read More
March 31, 2021, Scottsdale, AZ – We would like to introduce our newest Subject Matter Expert: “JLW Financial and Insurance Services” to the Subject Matter Expert program of My Financial Coach Through the Subject Matter Expert program, JLW brings capabilities in the areas of: insurance, tax planning, estate planning, exit planning, retirement planning and more. You...Read More
January 27, 2020, Scottsdale, AZ – My Financial Coach (MFC) is expanding our Subject Matter Expert resources in the areas of legal, tax and accounting. As part of this process, we would like to welcome our newest Subject Matter Expert: Bergman & Jacobs, P.A. Attorneys at Law. They offer over 40 years of experience as a...Read More
