About Us

About Us

The Easiest Way to Manage Personal Finances

The mission of My Financial Life is to provide clients with a comprehensive selection of services that will assist them in asset protection, debt management financial education, proper financial protection, estate protection and healthcare options including Medicare. Regardless of our client’s financial situation. My Financial Life was founded by several individuals with collective experience of over a 100 years in the financial industry. The life goal of the company is to deliver superior services to the public sector.

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It is all too common that the commitment of numerous professionals to being client-centered is undermined by ineffectual profiling skills and methodologies. It is quite common that the interview guides and other tools and systems many professionals employ are designed to address the services and products they provide—not the needs of the people they’re delivering those services and products to. It is more often the norm for investment advisors, for example, to collect information that enables them to address only your financial assets. To benefit from Super Rich-level strategies and products for building serious wealth, you need professionals who employ a truly holistic profiling methodology. One methodology that has proven tremendously effective in profiling business owners or families is the Total Client Model. It is an empirically derived, time-tested process for developing a comprehensive and deep understanding of successful business owners. This deep understanding enables talented wealth managers to identify opportunities and potential high-impact wealth management solutions.