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....Read More

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