(NewsDirect)
Financial GravityCompanies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomesWilliam Stevens aboard as a Family Office Director.
Bill’s tax experiencehas taught him that it's not enough just to put the"right" numbers in the "right" boxes in the"right" forms. He's learned that planning is the key tohelping clients pay less.
Those clients have always appreciated how he does more thanjust record history. They've trusted him enough to approach himwith questions about investing and financial planning. But he'salways been frustrated by the inherent conflicts and lack oftransparency infecting the wealth management industry.
After much research,Bill found a partner who helps clients like you accomplish their tax& wealth goals. This partner shares his values and uses aproprietary methodology to implement those values into holisticplanning: a Taxes First, Then Math® approach.
As a Family OfficeDirector, Bill is responsible for prescribing advanced tax solutionsand ensuring his network of partners fill those solutions withfidelity to his plan. He relies on the experts at Financial Gravity,Inc., a true partner -- not just a vendor -- who helps him deliverlower costs, higher tax efficiency, more comprehensivediversification, and more transparent risk management.
William shared, “Overthe years, more and more of my clients have asked me to be involved inthe relationships between their business operations, tax planning, taxpreparation, their accumulation of wealth, and the overseeing of therelationships between the professionals involved. Becoming aMulti-Family Office Director through Financial Gravity put me in theperfect position to accomplish this for my clients.”
Financial Gravity CEOScott Winters shared, “We are excited to have Bill join us atFinancial Gravity. We look forward to working together to helpcoordinate and service his clients.”
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 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
Copyright (c) 2023 TheNewswire - All rights reserved.