(NewsDirect)
Austin, Texas, June27, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“FinancialGravity”) Gravity welcomes Richard (Joe) Cumley aboard as a FamilyOffice Director.
Joe has been in the tax and financial services business for over 30years. Joe’s tax experience has taught him that it's not enoughjust to put the "right" numbers in the "right" boxesin the "right" forms. He's learned that planning is thekey to helping clients pay less.
His clients have always appreciated how he doesmore than just record history. They've trusted him enough toapproach him with questions about investing and financial planning.But he's always been frustrated by the inherent conflicts and lackof transparency infecting the wealth management industry.
After much research,Joe found a partner in Financial Gravity who helps clients accomplishtheir tax & wealth goals. Starting July of 2023, Joe’s company,All American Tax LLC, will be opening a division to be calledProfessional Tax Planning LLC. They will also work with small businessowners to find strategies they are not using that could be used toreduce, eliminate, or offset income taxes, thereby increasing theirprofit margins.
As a Family Office Director, Joe is responsible for prescribingadvanced tax solutions and ensuring his network of partners fill thosesolutions with fidelity to his plan. He relies on the experts atFinancial Gravity, Inc., who help him deliver lower costs, higher taxefficiency, more comprehensive diversification, and more transparentrisk management.
Joe shared, “I decided to become a Family Office Director atFinancial Gravity for two reasons. The first is simply because myclients wanted me to be more involved in helping them with theirfinancial lives. The second and more important reason is because ofthe staggering neglect of my clients by the advisor community, andinstead of picking up the pieces of the problems I have seen, Idecided to actively help them.”
Financial Gravity CEO Scott Winters shared, “Weare happy to have Joe join us at Financial Gravity. We want to helpsolve pieces of the problem together.”
About Financial GravityCompanies, Inc.
Financial Gravity Companies Inc., along with itssubsidiary companies, provides investment and tax professionals with aturnkey family office charter. We help tax professionals evolve fromthe commoditized business of tax compliance to a Family OfficeDirector that runs and manages their own multi-family office. FamilyOffice Directors are able to leverage the Financial Gravity systems,technology, proprietary resources, and deep domain expertise to bringan elevated and holistic financial service experience to their clientsthat spans proactive tax planning, retirement and estate planning,wealth management, and risk mitigation. For more information aboutFinancial Gravity Companies, Inc., please visithttps://financialgravity.com.
Forward-LookingStatements
This press release contains â??forward-lookingstatementsâ? as that term is defined in the Private SecuritiesLitigation Reform Act of 1995. Such forward-looking statements arebased on current expectations and involve inherent risks anduncertainties, including factors that could delay, divert, or changeany of them and could cause actual outcomes and results to differmaterially from the current expectations. No forward-looking statementcan be guaranteed. Forward-looking statements in this press releaseshould be evaluated together with the many uncertainties that affectFinancial Gravityâ??s business, and Financial Gravity undertakes noobligation to publicly update any forward-looking statement, whetheras a result of new information, future events, or otherwise.
Contact Details
Scott Winters
+1800-588-3893
scott.winters@financialgravity.com
CompanyWebsite
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