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Welcome McHenry Advisers! Our new Subject Matter Expert

My Financial Coach > News > Welcome McHenry Advisers! Our new Subject Matter Expert

May 22, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), McHenry Advisers. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. MFC conducts a thorough vetting process of all of our SME partners and looks forward to a strong working relationship that will provide unbiased, and best in class service to our clients so that they may achieve success in securing a sound financial future.


About McHenry Advisers

Scott R. McHenry founded McHenry Advisers in 2006, growing it into one of the largest retirement actuarial firms in the United States. Recognized as a national leader and provider of uniquely structured qualified plan designs, they have serviced over 1,200 Cash Balance and Defined Benefit Pension Plans. They have also provided retirement tax mitigation strategies to these companies as well. Scott himself has consulted on over 3,500 qualified retirement plans of varying sizes over the past 25-years. Including everything from 401(k)s, Profit Sharing Plans, ESOPs, Defined Benefit, and Cash Balance Plans.

Scott’s firm McHenry Advisers also works closely with Bruce Gendein, President and Co-Founder of The Senex Group, which specializes in the design and implementation of qualified retirement programs for clients nationwide. Together through this collaboration they look to serve the greater needs of business owners looking to start new or enhance existing retirement plans.

MFC welcomes McHenry Advisors as our latest SME partner and is thrilled to work with such a distinguished firm that has served as such an authority on the always changing landscape of qualified retirement plans. Read more about McHenry Advisers on our SME Page.


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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