(NewsDirect)
Financial GravityCompanies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomesDon Mergener aboard as a Family Office Director.
Don has over 30 years ofexperience in the Financial Service and Insurance Industries where hefocused primarily on financial and tax planning.
Don started his careerwith Merrill Lynch, and in 2000 he joined First Florida Insurance,where he is currently President of First Florida Financial and VicePresident of Tax Advisory Group.
Don attended the University of Hawaii whilestationed in Oahu while serving in the military. From there he studiedat Flagler College and then completed his insurance studies at FloridaCollege. Don acquired his Registered Financial Planner (RFP)designation in 1991 and earned his Series 7 securities in 1999.General Insurance License 2-20, a Florida Health, Life, and AnnuitiesLicense 2-15.
As aFamily Office Director, Don is responsible for prescribing advancedtax solutions and ensuring his network of partners fill thosesolutions with fidelity to his plan. He relies on the experts atFinancial Gravity, Inc., a true partner -- not just a vendor -- whohelps him deliver lower costs, higher tax efficiency, morecomprehensive diversification, and more transparent riskmanagement.
Donshared, “I am excited about working with Financial Gravity becausethey put tax planning first and then crunch the numbers. When you canconsistently save your clients 25% to 50% on their taxes the numberslook a lot better in the plan. With Financial Gravity’s expertiseand home office support makes the process seamless for ourclients.”
Financial Gravity CEO Scott Winters shared, “We are excitedto have Don join us at Financial Gravity. We both understand theimportance of putting tax planning first as a foundational step tohelping clients plan and achieve their financial goals.
AboutFinancial Gravity Companies, Inc.
Financial Gravity CompaniesInc., along with its subsidiary companies, provides investment and taxprofessionals with a turnkey family office charter. We help taxprofessionals evolve from the commoditized business of tax complianceto a Family Office Director that runs and manages their ownmulti-family office. Family Office Directors are able to leverage theFinancial Gravity systems, technology, proprietary resources, and deepdomain expertise to bring an elevated and holistic financial serviceexperience to their clients that spans proactive tax planning,retirement and estate planning, wealth management, and riskmitigation. For more information about Financial Gravity Companies,Inc., please visit https://financialgravity.com.
Forward-LookingStatements
This press release contains forward-lookingstatements 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 Gravity'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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