News Archive

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

Financial Gravity Announces New Partner Office in Southlake, Texas

Allen, TX – (Business Wire – November 29, 2016) Financial Gravity Companies, Inc (OTC: POIL) is pleased to announce Metroplex Wealth in Southlake, TX as a new partner.

Matthew R. Redding Sr. is the founder of Metroplex Wealth LLC located in Southlake, Texas and has been in the financial services industry since 1983.

After 20 plus years in the brokerage industry, Matt became disillusioned by Wall Street’s fixation on the firm’s profits over client’s profits.

Matt found there was a gap between the traditional brokerage firm and client relationship. Often this gap was the lack of a cohesive plan to ensure retirement income, lower tax bills, and provide a legacy for their future generations.

Matt said “I’ve been in the financial services business for 33 years, so I’ve been there and done that. We are looking for a new direction that addresses the emerging needs of the market. I’ve been looking for a company that could help us move forward and package together all the pieces we need. Partnering with Financial Gravity I feel we’ve found that solution.”

“Matt and Metroplex Wealth have years of experience solving client’s financial problems. We are looking forward to how they use our offerings to continue their excellent mission.” said Rick Johnson, Financial Gravity Chief Operating Officer.

http://www.otcmarkets.com/stock/POIL/news?id=145841

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 Phoenix, Arizona

Allen, TX – (Business Wire – November 22, 2016) Financial Gravity Companies, Inc., (OTC: POIL) is pleased to announce ARP Tax Pro, LLC in Phoenix, AZ as a new partner.

Mr. William E. Spar, M.A., LUTCF, owner and principle holds a B.S. and a M.A. in both Management and Business, as well as Series 6 and 63 Securities Licenses.

Early in 2001, Mr. Spar established the brokerage firm, Advanced Retirement Planning, LLC. In 2007, Bill expanded the business by opening ARP Tax Pro LLC, a tax office specializing in full service tax return and tax planning work for individuals, couples, and small businesses with offices in Phoenix, Los Angeles, and Las Vegas.

Bill is a member of the National Ethics Bureau, National Association of Insurance & Financial Advisors, and is a Fellow in good standing with the Life Underwriters Training Council (LUTCF).

Mr. Spar remarked, “The opportunity to work with Financial Gravity is spectacular. Their Tax Blueprint® offers us the means to help so many more clients, which then leads to even more opportunities to help with wealth and life products. Fantastic!”

“Bill and his firm are the type of driven, experienced, and customer-centric practice we look for in our partner program” said Rick Johnson, Financial Gravity Chief Operating Officer.

http://studio-5.financialcontent.com/synacor/news/read?GUID=33304804

About Financial Gravity Companies, Inc.

Financial Gravity Holdings, 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

 

Pacific Oil Company changes name to Financial Gravity Companies, Inc.

ALLEN, Texas, Nov 15, 2016 (Business Wire) — Pacific Oil Company (OTC: POIL) has announced a name change to Financial Gravity Companies, Inc. after the recent acquisition of Financial Gravity Holdings, Inc. and it’s seven (7) subsidiaries.

The company’s Board of Directors and Shareholders have approved the name change. It was then approved by the State of Nevada Secretary of State and has also been filed with the Securities & Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).

“The Board and Shareholders are pleased to make this change which better reflects the current business focus on financial services” said Paul Williams, Vice Chairman of the Board & Chief Financial Officer for Financial Gravity.

http://www.marketwatch.com/story/pacific-oil-company-changes-name-to-financial-gravity-companies-inc-2016-11-15

About Financial Gravity Holdings, Inc.

Financial Gravity Holdings, 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