Allen, TX – (Business Wire – December 27, 2016) Financial Gravity Companies, Inc (OTC: POIL) is pleased to announce Charles Carrol Financial Planners in Plymouth, MA as a new partner.
After many years serving in diverse roles at firms including Merrill Lynch and Fidelity, which included managing an international book of business in excess of $3 Billion, Carroll W. “Bill” Hayes, MBA, CFP® established Charles Carroll Financial Planners in 2008.
Bill holds an MBA from the Sawyer School of Management, and has served as a Commissioner on the Disciplinary and Ethics Commission of the Certified Financial Planner Board of Standards.
Mr. Hayes commented, “We built a practice around not wasting our client’s energy, time, and money. We thought we had devised a better way to help businesses achieve these goals. Then we saw Financial Gravity’s answer to the business owner’s greatest pain point – taxes. Financial Gravity has put together the people, the process, and the outcome that business owners frustrated by unanswered questions about their TAXES have been searching for. Business owners have been looking for Financial Gravity’s solutions for decades, D.C. Metro businesses will be astonished!”
Dave Crowley, Financial Gravity President and Chief Strategy Officer remarked “Bill and Charles Carrol Financial Planners are very seasoned but forward-thinking professionals. We are very pleased to have them as partners.”
About Financial Gravity Companies, Inc.
Financial Gravity Companies, Inc., provides integrated tax, business, and financial solutions. Clients include small business owners and high net-worth individuals. Services are focused on helping its clients’ personal and professional goals, while building wealth, most often with potential tax savings, lowering costs, and improving efficiency. For details, visit www.financialgravity.com.
Financial Gravity Forward-Looking Statements
This press release contains “forward-looking statements” as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert or change any of them, and could cause actual outcomes and results to differ materially from the current expectations. No forward-looking statement can be guaranteed. Forward-looking statements in the press release should be evaluated together with the many uncertainties that affect Financial Gravity’s business and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.