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Welcome Index Fund Advisors!

My Financial Coach > News > Welcome Index Fund Advisors!

February 18, 2020, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a new partnership with Index Fund Advisors, our latest Subject Matter Expert (SME) that has been on-boarded to the My Financial Coach platform. MFC continues to grow both in their practices and having top performing vetted Subject Matter Experts in their respective areas of expertise.

 

About Index Fund Advisors

Mark Hebner, President and Founder, and the other members of leadership at Index Fund Advisors bring a wealth of experience in fee-only advisory and wealth management. Founded in 1999, their background in providing risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies is complemented by their duty to a fiduciary standard of care. As a result of this, Index Fund Advisors has been able to avoid the potential pitfalls of speculative and cost-generating activities found in more active/style-driven portfolio strategies, and instead focus first and foremost on the client.

 

About My Financial Coach

MFC provides financial-wellness programs to an organization’s key employees as an affordable employee benefit. Its CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals develop personalized financial plans to meet employees’ lifetime goals. MFC’s CFP® professionals develop an extensive plan for a client’s personal assets and workplace benefits to ensure maximum long-term results for the client and their families. Part of this process includes consulting with qualified SMEs to provide the best financial outcome for each client.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

 

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