Austin, Texas, June 27, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Richard (Joe) Cumley aboard as a Family Office Director.
Joe has been in the tax and financial services business for over 30 years. Joe’s tax experience has 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 to helping clients pay less.
His clients have always appreciated how he does more than just record history. They’ve trusted him enough to approach him with questions about investing and financial planning. But he’s always been frustrated by the inherent conflicts and lack of transparency infecting the wealth management industry.
After much research, Joe found a partner in Financial Gravity who helps clients accomplish their tax & wealth goals. Starting July of 2023, Joe’s company, All American Tax LLC, will be opening a division to be called Professional Tax Planning LLC. They will also work with small business owners to find strategies they are not using that could be used to reduce, eliminate, or offset income taxes, thereby increasing their profit margins.
As a Family Office Director, Joe is responsible for prescribing advanced tax solutions and ensuring his network of partners fill those solutions with fidelity to his plan. He relies on the experts at Financial Gravity, Inc., who help him deliver lower costs, higher tax efficiency, more comprehensive diversification, and more transparent risk management.
Joe shared, “I decided to become a Family Office Director at Financial Gravity for two reasons. The first is simply because my clients wanted me to be more involved in helping them with their financial lives. The second and more important reason is because of the staggering neglect of my clients by the advisor community, and instead of picking up the pieces of the problems I have seen, I decided to actively help them.”
Financial Gravity CEO Scott Winters shared, “We are happy to have Joe join us at Financial Gravity. We want to help solve pieces of the problem together.”