News Archive

Financial Gravity Companies, Inc Announces New Partner Program Website

Allen, TX – (Business Wire – March 22, 2017) Financial Gravity Companies, Inc. (OTCQB: FGCO) is pleased to announce its new website, https://financialgravitypartner.com.

Financial Gravity’s Partner Program serves both Financial Advisors and Accountants (CPAs and EAs) looking to ensure their business thrives into the future, by diversifying their value to their clients. The new site allows prospective partners to explore the opportunity and benefits of the program.

Jim Reggio, Financial Gravity’s Chief Technology Officer & Chief Marketing Officer commented, “We are very pleased with the new site. Not only is it a valuable resource for interested prospective Partners, it is very aesthetically pleasing and easy to navigate. We are committed to continued investment in state-of-the-art technology, as well as its application to our marketing programs.”

“We are excited to have 30 active Partners across 18 states and are excited about the addition of new future Partners. We expect to add 40 new Partners in the year 2017,” said Jennifer Sanford, Partner Program Liaison

http://www.businesswire.com/portal/site/cnnmoney/index.jsp?ndmViewId=news_view&newsId=20170322005134&newsLang=en&ndmConfigId=1000618&vnsId=33

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.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Holdings Announces Partnership in Rhinebeck, New York

ALLEN, TX – (Business Wire – March 15, 2017) Financial Gravity Companies, Inc (OTCQB: FGCO) is proud to partner with David Albahary, CFP® and Ivy Ridge Asset Management of Rhinebeck, New York.

David J. Albahary, CFP®, is co-founder and Managing Principal of Ivy Ridge Asset Management, LLC. A registered investment advisor (RIA) specializing in investment advisory and financial planning services to clients on a discretionary and non-discretionary basis. Ivy Ridge is based in Rhinebeck, New York, just outside the metropolitan New York City limit and serves the interests of clients in New York and Connecticut. Ivy Ridge was created in 2004 with the mission to build the most trustworthy financial firm in the industry.

When asked about his partnership with Financial Gravity Albahary said, “Ivy Ridge is committed to providing clients the highest quality of ongoing guidance which is why it really is a no-brainer.  To be able to provide a solution that small business owners need and want just makes good business sense.”

Financial Gravity President and Chief Strategy Officer Dave Crowley said, “We are very excited to work with David and his team. Ivy Ridge is our first advisor in the New York area and we expect to help many small business owners lower their taxes there.”

http://www.marketwatch.com/story/financial-gravity-holdings-announces-partnership-in-rhinebeck-new-york-2017-03-15

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.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Announces New Partner Office in Colorado Springs, Colorado

Allen, TX – (Business Wire – February 28, 2017) Financial Gravity Companies, Inc (OTC: FGCO) is pleased to announce Iron Mountain Financial in Colorado Springs, CO as a new partner.

Nick Naseman is the Founder of Iron Mountain Financial, an Independent Registered Investment Advisory firm. He is a Retirement Income Certified Professional®, Certified Financial Educator®, and Certified Financial Education Instructor. Nick provides financial literacy to investors to help them make informed decisions.

Nick is a retired USAF officer; having served across the globe as an intelligence officer, counterintelligence officer, and criminal investigator.

Mr. Naseman commented, “A primary concern of most business owners is how to increase profit. Profit is made up of two parts: income and expenses. By partnering with Financial Gravity, we’re able to show how small business owners can possibly decrease one of their least favorite expenses, taxes. In the past, I’ve always focused on how to help business owners grow their investments and plan for retirement. Now I can provide advise on how to save on taxes to allow them to invest more in their business and retirement.”

“Nick and Iron Mountain Financial understand the vision and the benefits of providing proactive tax planning to their business customers. We are very pleased to have them onboard”, said Dave Crowley, Financial Gravity President and Chief Strategy Officer.

http://www.businesswire.com/portal/site/cnnmoney/index.jsp?ndmViewId=news_view&newsId=20170228005437&newsLang=en&ndmConfigId=1000618&vnsId=33

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.

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Wealth Moves to Federal Securities Exchange Commission Registration

Allen, TX – (Business Wire – February 14, 2017) The SEC has approved Financial Gravity Companies, Inc. (OTC: FGCO) to move to federal oversight for its Wealth Management division, Financial Gravity Wealth.

“We have operated the company as if we were already under the more stringent guidelines the SEC requires at the federal level, so this was a natural next step for us.”, stated Financial Gravity Chairman of the Board & Chief Executive Officer John Pollock.

Dave Crowley, Secretary of the Board & VP of Sales of Financial Gravity added that, “At the speed we are adding new advisors throughout the country, we will be able to streamline the process of bringing them into our tax-efficient wealth platform. The added compliance will give the new advisors and their clients the confidence that we are operating under the strictest of SEC guidelines.”

http://news.morningstar.com/all/business-wire/BWIPREM20170214005291/financial-gravity-wealth-moves-to-federal-securities-exchange-commission-registration.aspx

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.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Approved to be Upgraded to the OTCQB Marketplace

Allen, TX – (Business Wire – February 7, 2017) OTC Markets Group in Washington DC has approved Financial Gravity Companies, Inc. (OTC: FGCO) to be upgraded to the OTCQB Marketplace since the Company submitted all of the mandatory documents and has successfully met all of the requirements.

“This is an exciting move for us that we hope will prove beneficial to our shareholders”, stated Financial Gravity Chairman of the Board & Chief Executive Officer John Pollock. “Trading on the OTCQB is a designation that requires timely audits and SEC reporting.”

Paul Williams, Vice Chairman of the Board & Chief Financial Officer of Financial Gravity added that, “The OTCQB will help the Company increase transparency to public shareholders through new reporting standards, management certification, and ongoing compliance requirements.”

http://markets.financialcontent.com/mi.charlotte/news/read?GUID=33701965

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.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Approved For New Stock Symbol FGCO

Allen, TX – (Business Wire – January 31, 2017) Financial Gravity Companies, Inc.

The Financial Industry Regulatory Authority, Inc. (FINRA) announced last Friday that they had approved the name change and symbol change for the public company formally known as Pacific Oil Company trading as POIL to Financial Gravity Companies, Inc. trading as FGCO.

These changes took effect at the open of business yesterday 1/30/2017.  Paul Williams, Vice Chairman of the Board & Chief Financial Officer of Financial Gravity confirmed that this was one of the last remaining “change of control” actions since the merger transaction between the companies during the last few months.

http://www.marketwatch.com/story/financial-gravity-approved-for-new-stock-symbol-fgco-2017-01-31

 

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.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Announces New Partner Office in Plymouth, Massachusetts

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.

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Announces New Partner Office in Tampa, Florida

Allen, TX – (Business Wire – December 20, 2016) Financial Gravity Companies, Inc (OTC: POIL) is pleased to announce Thoughtful Wealth Management & Tax Advisors in Tampa, FL as a new partner.

As the Founder and Chief Executive of Thoughtful Wealth Management & Tax Advisors, Gary LoDuca and his firm have partnered with Financial Gravity to help tax-smart Tampa Bay area small business owners with strategic tax advice that improves their bottom line results.

As a small business owner himself, Gary understands our local economy is driven by small business owners. Gary started Thoughtful Wealth & Tax Advisors to help small business owners legally, ethically, and morally keep more of their hard-earned capital.

Mr. LoDuca commented, “We chose to partner with Financial Gravity because they share the same vision and passion to help small business owners. Tampa Bay area small business owners have never had this level of tax specific expertise available to them until now. We are very proud to bring Financial Gravity’s tax-specialized strategies and wealth creation programs here.”

“Gary and Thoughtful Wealth Management & Tax Advisors have a passion and a mission for tax planning which aligns perfectly with ours. They bring years of experience to the table and we are anticipating the Tampa area will benefit greatly from our partnership”, said Rick Johnson, Financial Gravity Chief Operating Officer.

http://markets.on.nytimes.com/research/stocks/news/press_release.asp?docTag=201612200700BIZWIRE_USPRX____BW5160&feedID=600&press_symbol=36647325

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.

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

 

Financial Gravity Presents Plans for Next Generation Certified Tax Master Program

Allen, TX – (Business Wire – December 13, 2016) Financial Gravity Companies, Inc (OTC: POIL) on December 8-9, 2016 convened with leading CPA’s from across the nation to present and discuss their plans for the next phases of its Certified Tax Master® program. The existing CTM program and designation offers CPA’s and EA’s access to advanced tax planning strategies and training, primarily through TaxCoach Software, which Financial Gravity acquired in October 2015. The CTM program enables CPA’s to provide proactive tax services that save clients tens of thousands of dollars annually.

Financial Gravity executives and tax experts presented the plans for the “next generation” for the CTM program, and worked with these elite CPA’s to hone the proposed offerings based on the input of the group.

“These CPA’s understand that it’s not enough anymore just to put the ‘right’ numbers in the ‘right’ boxes on the ‘right’ forms and call it a day. They see the landscape of tax and financial services changing, and know they must move forward with a proactive model that gives clients what they really want to sustain their business into the future”, said Ed Lyon, Financial Gravity Chief Tax Strategist.

Financial Gravity will be releasing the enhanced CTM program in Q1 of 2017.

http://studio-5.financialcontent.com/synacor/news/read?GUID=33423932

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.

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Conference adds 4 Partners in 3 States

Allen, TX – (Business Wire – December 6, 2016) Financial Gravity Companies, Inc (OTC: POIL) is pleased to announce results from their 2016 Winter Partner Conference. The conference, held on December 1st – 2nd in Allen, Texas, is a national gathering of Financial Advisors looking for world-class solutions to modernize their financial practices.

The conference added 4 new Partner Offices representing 3 states.

Understanding that the financial services landscape is rapidly changing to serve more sophisticated and independent clientele, these advisors seek to partner with Financial Gravity to leverage their ground-breaking Fractional Family Office® model, which provides wealth management, tax planning and other services to high net-worth individuals and businesses nationwide. Through its Partner Program, advisors from across the country offer Financial Gravity’s Tax Blueprint®, Tax Operating System®, and Wealth options to their clients, which enhance and complement their own current offerings.

The Partners utilize Financial Gravity’s suite of tools and technology, beyond the Tax Products, which include an Automated Marketing System, Advisor Architect, Tax Coach Software’s offerings, and many other valuable resources and services.

“We continue to experience a resounding ‘yes’ to our vision from the attendees of our conferences. Momentum is increasing as advisors nationwide are joining us to bring tax relief through tax planning to small business owners” said Dave Crowley, President and Chief Strategy Officer.

http://seekingalpha.com/pr/16685670-financial-gravity-conference-adds-4-partners-3-states

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.

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232