November 18, 2019, Scottsdale, AZ – My Financial Coach (MFC) welcomes it’s newest Subject Matter Expert (SME), Southwestern Investment Group. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. Southwestern Investment Group is no different. MFC’s rigorous research and screening process will ensure on-boarding of firms producing the very best quality of work and satisfactory assistance to our clients. We are looking forward to working alongside our friends at Southwestern Investment Group to help our clients achieve their financial goals, and their best future.
About Southwestern Investment Group
Jeff Dobyns and Drew McMillin partner together in providing comprehensive wealth management, tax planning, investment management and medicare planning to retirees, entrepreneurs, entertainers and executives by taking the time to truly know their clients, understand their goals and develop and execute their ongoing, strategic, financial plans. To read more on their biographies, along with our other amazing Subject Matter Experts, visit their SME listings 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.