April 27, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), Mylo, My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. As part of Lockton, Mylo has access to the resources of the world’s largest independent insurance broker, but with a modern digital interface allowing convenient access to find the best coverage from multiple carriers and backed by agents licensed in all 50 states. This marriage of technology and a proven track record allows them to connect people with great products and exceptional service.
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.
Founded in Kansas City, Missouri in 2015, Mylo looks to be your trusted guide to the right insurance for all of your individual and small business needs. As a third-party insurance broker, Mylo specializes in shopping multiple carriers on your behalf to find affordable individualized coverage that fits your lifestyle and needs. Their high-energy team is passionate about helping others with a mission to uncomplicate life. Their organization has expertise in car, home, renters, motorcycle, boat and RV insurance, as well as umbrella policies and many more coverage options.
MFC welcomes Mylo as our latest SME partner and is excited to take advantage of their expert licensed agents’ knowledge and mission to help every client find the best coverage customized to their situation. Read more about Mylo 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.