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wealth management
May 11th, 2024, Phoenix, AZ— At My Financial Coach, we have added to our Subject Matter Expert roster. Our most recent SME to join is Harding Financial Partners, Inc. They are dedicated to offering an array of coordinated tax efficient strategies and financial structure options to clients that are looking to build, protect and distribute...
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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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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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