News Archive

Financial Gravity Tax Announces New Partner Office in Somerset, New Jersey

Allen, TX – (NASDAQ Wire – August 08, 2017) Financial Gravity Tax, Inc. a subsidiary of Financial Gravity Companies, Inc (OTCQB: FGCO) is proud to partner with Christopher Lester and Professional Planning Services located in Somerset, New Jersey. http://www.professionalplanningservices.com/

Professional Planning Services began over twenty-five years ago when Christopher J. Lester, President, combined his personal and professional experiences to help small businesses and families plan for retirement.  He uses advanced financial tools to help clients get out of debt quickly and safely.  Christopher applies his expertise to help clients build a stable nest egg while protecting the important components of their lives.

In 2004 Christopher launched the first of his two sister companies, Education Funding Specialists.  As a certified college planner with expertise in late-stage planning, Christopher offers specialized concentration to help clients manage their finances during their children’s college years. EZ Pro Tax, started in 2012, is a tax preparation company that allows families to ensure their financial efficiency.

Christopher Lester of Professional Planning Services stated, “I attended the Financial Gravity conference and brought my personal return. I heard of their strategy from my business partner who has been using them over the last year. What I discovered is that they are a well thought out option for my clients. While sitting in the workshop I was able to list 20 of my existing business clients to approach with the Financial Gravity strategy. I’m glad I went and have now joined as a partner. Feel free to contact me if you have questions and I will share my experiences.”

Jennifer Sanford, Financial Gravity’s Director of Operations, stated, “Christopher Lester strives to implement financially efficient strategies for his clients and their families. Financial Gravity is excited to provide a means of success in that endeavor through the Financial Gravity Partner Program.”

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., a Fractional Family Office ®, 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.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Tax Announces New Partner Office in Houston Texas

Allen, TX – (NASDAQ Wire – August 02, 2017)

Financial Gravity Tax, Inc. a subsidiary of Financial Gravity Companies, Inc (OTCQB: FGCO) is proud to partner with Charley Dorand and Dorand Consulting located in Houston, Texas.

Dorand Consulting strives to create disciplined, strategic wealth solutions for their clients’ financial goals. Charley Dorand blends a Master’s of Science degree in Taxation with Certified Wealth Strategist® credentials to provide a firm foundation on which to base sound financial advice. Dorand Consulting’s approach is to accurately assess their client’s financial situation by analyzing their wealth management issues to include their current finances, thoughts, family dynamics and future needs. Dorand Consulting’s passion is to assist their clients in attaining their goals.

Charley Dorand, Owner of Dorand Consulting stated, “I started my professional career doing tax planning and structuring tax transactions for business owners and professionals. Over the years, I have shifted to more investment solutions then tax solutions. When I analyzed my business growth, I realized that when I first started my practice, it was the tax portion of my business that was the catalyst for the wealth management portion of my practice. I also missed the personal high I felt from helping clients save on their taxes. Hence, I decided that Financial Gravity would be a great strategic partner for me.”

“Financial Gravity is excited to provide Dorand Consulting with a strategic conduit for tax planning and wealth management through our Partner Program. We strive to provide individual business owners, like Charley, a program to assist them in helping their clients recapture their financial freedom,” stated Jennifer Sanford, Financial Gravity’s Director of Operations.

About Financial Gravity Companies, Inc.
Financial Gravity Companies, Inc., a Fractional Family Office ®, 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.

Contact:
Jennifer Sanford
jennifer@financialgravity.com
469-342-2232

Financial Gravity Tax Announces New Partner Office in Cumming, Georgia

Allen, TX – (NASDAQ Wire – July 25, 2017) Financial Gravity Tax, Inc. a subsidiary of Financial Gravity Companies, Inc (OTCQB: FGCO) is proud to partner with Mark Miller and Exclusive Business Solutions located in Cumming, Georgia. Exclusive Business Solutions offers consulting services to allow their clients to implement financial solutions.

Exclusive Business Solutions, Inc. (a partner company with Safe Money Strategies) consults with business owners, top executives, physicians, and high net worth individuals to help them protect their financial assets and live the life they deserve. They help business owners take their company to the next level by providing thoughtful and innovative financial planning by identifying strategies and tactical solutions to preserve, promote and protect the value of clients’ businesses and assets.

“I am proud to be partnered with Financial Gravity. My company, Exclusive Business Solutions, has long been looking for a firm that can give my business clients outstanding ways to lessen their tax burdens and expand their company profits. I think Financial Gravity has the strategies, personnel and expertise to serve my clients well, both now and in the future. We’re extremely excited about our new partnership!,” expressed Mark Miller, Owner of Exclusive Business Solutions.

Dave Crowley, Financial Gravity President and Chief Strategy Officer, stated, “We’re excited to add our first Advisor Partner from the state of Georgia. Mark has built a successful company that is already focused on supporting the small business community. We both get to expand our footprint in this active market and really help Small Business Owners stop wasting and overpaying their tax bills.”

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., a Fractional Family Office ®, 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.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

 

Financial Gravity Appoints Dan Sundby as Chief Sales Officer

Allen, TX – (NASDAQ Wire – July 12, 2017) Financial Gravity Companies, Inc. (OTCQB: FGCO), is pleased to announce that it has appointed Dan Sundby as Chief Sales Officer (CSO). In this role, Dan will directly lead the National Sales Operations driving coordinated sales execution across regional sales teams nationwide. He will also play a key role in driving the next phase of company growth in this rapidly-evolving industry.

Mr. Sundby was previously the founder of Insurance Green Marketing and Pareto Sales Training where he recruited and trained sales teams nationally for several insurance and financial services companies, generating sales of over $100M. He was responsible for national recruiting, sales training development, business call center, sales support, product development, and sales operations. Dan’s organization was consistently the top producing team with each company he recruited and trained for.

Outside of the insurance and financial industries, Mr. Sundby also served as a sales manager for a regional homebuilder in Columbus, Ohio. As part of the sales management team, he recruited and trained new sales counselors, and as a member of the leadership team Mr. Sundby was involved in all aspects of the business. The Columbus Division was the top performing division and finished 2016 with record revenues of $90M.

John Pollock, Chief Executive Officer of Financial Gravity Companies, Inc., stated, “Financial Gravity is experiencing continued demand for our Tax Blueprint® service which provides a clear tax reduction plan for business owners. Dan is a world-class sales and marketing executive with an impressive track record in building and developing high-impact organizations. We are thrilled to have Dan join Financial Gravity and bring his talent to capturing the opportunity ahead of us.”

“As a high-growth, national company, Financial Gravity has an incredible opportunity to capitalize on the trends fueling the tax planning and wealth management industry. As Chief Sales Officer, I look forward to leading the national sales teams and helping the leadership team scale to meet the opportunities of the growing economy and high need for Financial Gravity’s programs and services,” stated Financial Gravity’s Chief Sales Officer, Dan Sundby.

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., a Fractional Family Office® 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.

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Tax June Partner Program Conference Adds 2 New Partners

Allen, TX – (NASDAQ Wire – June 27, 2017) Financial Gravity Tax, Inc. a subsidiary of Financial Gravity Companies, Inc. (OTCQB: FGCO) is pleased to announce the addition of 2 new Partners with the conclusion of the June Partner Program Conference. The program currently has a total of 33 Partners across 17 states.

When asked about her experience with Financial Gravity’s Partner Program, Marketing Coordinator Julie Suggs commented, “It is a great honor to organize such an event for Advisors of varying states. Their attendance and enrollment into the Partner Program illustrates that our mission to recapture the American dream is striking a chord with tax advisors around the globe.”

Financial Gravity Partner Program Liaison, Jennifer Sanford, stated, “The Advisors that attend our Partner Program conference bring an insatiable appetite for expanding their knowledge on how to assist small businesses save taxes. Their energy has created a momentum further expanding out tax model. This is what the American Dream is made of and it is how we, as a company, individuals and families will thrive in making a better tomorrow.”

 

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., a Fractional Family Office® 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.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

 

Financial Gravity Companies, Inc Announces New Partner Office in Jeffersonville, Indiana

Financial Gravity Tax, Inc a subsidiary of Financial Gravity Companies, Inc. (otcqb:FGCO) is proud to partner with Jeff Hartfield and Denim & Diamonds Financial Solutions, LLC, a comprehensive financial planning firm located in Jeffersonville, Indiana. http://www.danddfinancial.com

Jeff Hartfield is the President and CEO of Denim and Diamonds Financial Solutions., LLC; their team has over 85 years of collective experience. Denim and Diamonds helps clients sustain their legacy by providing their families with long term security and a blueprint for success. They offer comprehensive solutions through a spectrum of financial solutions that include financial guidance, legacy protections, wealth management and insurance services.

“We are very excited to bring the skills of the Financial Gravity team to our clients. We have a long history of a holistic approach to our client’s financial wellbeing. This partnership will help carry that mission forward,” stated Denim and Diamonds President and CEO Jeff Hartfield.

“We are very excited to bring the skills of the Financial Gravity team to our clients. We have a long history of a holistic approach to our client’s financial wellbeing. This partnership will help carry that mission forward,” – Jeff Hartfield

Jennifer Sanford, Financial Gravity’s Director of Wealth Management and Investor Relations stated, “Jeff and his team already provide a plethora of Investment Management services for their wealth clients. The addition of proactive tax planning will not only extend their offered services but it will also dramatically increase their impact in Kentucky and Indiana communities.”

About Financial Gravity Companies, Inc.
Financial Gravity Companies, Inc., a Fractional Family Office(R), 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.

Contact:
Jennifer Sanford
jennifer@financialgravity.com
469-342-2232

Financial Gravity Companies, Inc. Certified Tax Master® Conference a Success

Allen, TX – (Business Wire – June 14, 2017) Financial Gravity Companies, Inc, (OTCQB: FGCO) an integrated financial services company operating as a Fractional Family Office® whose brands include Tax Blueprint®, Tax Operating System®, and Factor Based Investing®, Is a natural fit for Certified Public Accountants, Enrolled Agents and other Tax Professionals. The Certified Tax Master® Conference is geared toward this group and the conference sold out before the end of the tax season.

Ed Lyon, Chief Tax Strategist for Financial Gravity stated, “It is our firm belief that the CPA and Enrolled Agent should be in the center of the business owners trusted relationships. But, they don’t have the tools or business model to effectively become what the market desires. The CTM® conference is a step in the right direction for these progressive accountants and the feedback from them has been overwhelmingly positive.”

Jim Reggio, Chief Marketing Officer stated, “Having 30-year veterans tell us this is the best conference they have ever attended is the type of feedback we were hoping for. There are over 600,000 CPAs in the country and we know that we can change how the industry operates with just a few of them. This is a step in the right direction.”

http://news.morningstar.com/all/business-wire/BWIPREM20170614005200/financial-gravity-companies-inc-certified-tax-master-conference-a-success.aspx

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., a Fractional Family Office® 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.

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Companies Signs with GHS Investments in NY an $11M Equity Purchase Agreement

ALLEN, Texas–(BUSINESS WIRE)–Financial Gravity Companies, Inc., (OTCQB: FGCO) signed an Equity Purchase Agreement with GHS Investments, LLC enabling Financial Gravity access to capital up to $11M over the next 36 months. The capital allows the Company to continue its national expansion of its integrated financial services, operating as a Fractional Family Office®, with brands that include Tax Blueprint®, Tax Operating System®, and Factor Based Investing®.

GHS Investments, LLC, a leading private investment and management group providing financial solutions for potential small cap enterprises, entered into the agreement with Financial Gravity following extensive due diligence, management interviews, and detailed analysis of the Company’s financial and business plan. The Agreement provides Financial Gravity with the option to sell GHS up to $11,000,000 worth of the company’s common stock over a 36 month period following the effective date of the registration.
Paul Williams, Financial Gravity’s Chief Financial Officer, stated, “We are eager to partner with GHS to access its depth of experience and resources. This brings us one step closer in disrupting both the accounting and the financial services industries.”
Sarfraz Hajee, member of GHS Investment, LLC, stated, “Financial Gravity is unique to us on several roles. We are excited to play a key role in the Company’s continued growth.”
About Financial Gravity Companies, Inc.
Financial Gravity Companies, Inc., a Fractional Family Office® 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.
Contacts
Jennifer Sanford,
469-342-2232
jennifer@financialgravity.com

Financial Gravity Companies, Inc. & HeroX Partner To Launch The Tax Operating System® Challenge

ALLEN, Texas–(BUSINESS WIRE)–

Financial Gravity Tax, Inc., a subsidiary of Financial Gravity Companies, Inc. (FGCO), is proud to work with HeroX to launch the Tax Operating System® challenge.

HeroX was co-founded in 2013 by XPRIZE founder Peter Diamandis, challenge designer Emily Fowler and entrepreneur Christian Cotichini as a means to democratize the innovation model of XPRIZE.

HeroX exists to enable anyone, anywhere in the world, to create a challenge that addresses any problem or opportunity, build a community around that challenge and activate the circumstances that can lead to a breakthrough innovation.

John Pollock, Financial Gravity’s Chief Executive Officer, stated, “One of Financial Gravity’s goals is to help individuals pay the least amount in taxes that is allowable by law. The Internal Revenue Codes, size, complexity and constant change make it difficult for people to accurately and consistently apply the laws to their specific situation. We believe applying available technologies and opening up this challenge to the crowd will help us more accurately and uniformly apply the available strategies.”

“This challenge will get us one step closer to the fully integrated and cohesive advice of the Fractional Family Office®,” stated Paul Williams, Chief Financial Officer.

https://herox.com/financialgravity

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., a Fractional Family Office®, 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.

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Companies, Inc. Announces New Partner Office in Michigan City Indiana

Allen, TX – (Business Wire – May 24, 2017) Financial Gravity Tax, Inc. a subsidiary of Financial Gravity Companies, Inc (OTCQB: FGCO) is proud to partner with Andrew Mason of Andy Mason & Co, Inc., a Retirement Planning firm located in Michigan City, Indiana.

Andrew Mason’s mission is to assist individuals, families and small businesses in Northwest Indiana and Southwest Michigan by creating customized financial and retirement planning strategies and solutions based on client’s unique life events.

Dave Crowley, President & Chief Strategy Officer of Financial Gravity, stated, “Andy is in a perfect positon to help business owners in Michigan and Indiana. He has the desire, temperament and determination to really help small business owners in those areas.”

“Financial Gravity is a true gift and a unique opportunity to turn a bar of gold into life changing multiples. As an entrepreneur, I believe the tools Financial Gravity has created gives the entrepreneur an opportunity to have as much gold as they choose to have in ten years. My goal is design my own vision by building the right internal infrastructure and living in the house. Financial Gravity has the tools and technology for entrepreneurs to design, build and live their own gold standard,” stated Andy Mason of Andy Mason & Co, Inc.

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., a Fractional Family Office ®, 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.

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232