News Archive

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

Financial Gravity Tax, Inc. Announces New Partner Office in King of Prussia, Pennsylvania

Allen, TX – (Business Wire – May 04, 2017) Financial Gravity Tax, Inc., a wholly owned subsidiary of Financial Gravity Companies, Inc. (OTCQB: FGCO) is proud to partner with Rick Diamond and The ROI Group, LLC., a Financial Planning firm located in King of Prussia, Pennsylvania.

The ROI Group is focused on helping established business owners protect their family, business, and ownership interests through integrated solutions that help reduce risk, build wealth and improve tax efficiency. Their commitment is to always put client’s needs first and help them design, implement, and maintain strategies that enhance and preserve their quality of life. The ROI Group helps clients explore, plan and execute in a manner that encompasses the three interdependent domains of their world while educating their clients so they understand the decisions being made.

“The ROI Group is excited about partnering with Financial Gravity because both companies’ DNA align.  Financial Gravity is a business owner focused, proactive, tax reduction/management firm and The ROI Group has built its business on helping small/medium business owners by creating proactive financial and risk mitigating strategies for not only their business’s but for their families as well,” stated Rick Diamond, Principal, Wealth and Retirement Specialist of The ROI Group.

Rick Johnson, Financial Gravity Chief Operating Officer, added, “We are eager to support Rick’s comprehensive approach to serving businesses.”

https://eresearch.fidelity.com/eresearch/evaluate/news/basicNewsStory.jhtml?symbols=FGCO&pageno=&storyid=201705040700BIZWIRE_USPR_____BW5290&provider=BIZWIRE_&product=USPR____&

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 Companies, Inc. Announces New Partner Office in Rochester, Michigan

Allen, TX – (Business Wire – April 27, 2017) Financial Gravity Companies, Inc (OTCQB: FGCO) is proud to partner with Diane Young and The Athena Financial Group, a comprehensive financial planning firm, located in Rochester, Michigan.

Diane Young is the President of The Athena Financial Group which she founded in 2004. It has grown to be one of the largest 100% female owned financial planning firms in Michigan. Athena Advisors are dedicated to helping women business owners, executives, and professionals build confidence, clarity and direction. The Athena Financial Group strives to address client’s needs holistically, providing financial education, and working towards goals together.

When asked about her partnership with Financial Gravity, Diane said, “I am excited about partnering with Financial Gravity because our clients need to develop a process for monitoring and managing their tax strategies. For many of my clients, taxes are one of their largest expenses, and if we can effectively, and legally reduce taxes, it will help their bottom line.”

Rick Johnson, Financial Gravity Chief Operating Officer, added, “We are excited Diane and her team have joined forces with Financial Gravity in delivering our fractional family office model to The Athena Financial Group’s current and future client base.”

http://www.businesswire.com/portal/site/cnnmoney/index.jsp?ndmViewId=news_view&newsId=20170427005326&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 Sanford

jennifer@financialgravity.com

Financial Gravity Companies, Inc. Awarded Advisor of The Year by Eqis Capital Management, Inc

Allen, TX – (Business Wire – April 20, 2017) Financial Gravity Companies, Inc (OTCQB: FGCO) Investment Advisor Representatives, John Pollock and Dave Crowley, were awarded Advisor of The Year 2017 by Eqis Capital Management, while attending a premier event, Eqis World – The Ultimate Advisor Experience, in Napa, California. This event offered visiting Advisor’s an opportunity to learn from industry experts, top performers and EQIS leaders. Financial Gravity has managed assets on the Eqis’ platform since 2007 and has worked alongside Eqis to provide portfolio transparency and diversification, as well as reasonable costs and tax efficiency to investment clients.

Financial Gravity Chairman of the Board & Chief Executive Officer John Pollock commented, “We were surprised and thrilled to be recognized by an industry leader like Eqis Capital Management. We have been partnered with them since 2007 and have grown together with them. We have a shared vision of bringing products and services that provide tax efficiency to the masses that in the past were reserved only for the very wealthy.”

“EQIS has one of the finest investment platforms in the industry and it is an honor to be recognized as Advisor of the Year by such a prestigious organization,” stated Financial Gravity President and Chief Strategy Officer, Dave Crowley.

http://www.marketwatch.com/story/financial-gravity-companies-inc-awarded-advisor-of-the-year-by-eqis-capital-management-inc-2017-04-20

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 Companies, Inc. March Partner Program Conference Adds 5 New Partners

Allen, TX – (Business Wire – April 11, 2017) Financial Gravity Companies, Inc. (OTCQB: FGCO) is pleased to announce the addition of 5 new Partners with the conclusion of the March Partner Program Conference. The program currently has a total of 35 Partners across 18 states.

Financial Gravity President and Chief Strategy Officer Dave Crowley said, “A key element to our expansion and organic growth is adding advisor partners across the country. I am especially pleased with the addition of these new advisors as they’re excited about the tax opportunity and have set ambitious performance goals for themselves that will add to their and our bottom line.”

When asked about his experience with new Partners, Jim Reggio, Financial Gravity’s Chief Technology Officer and Chief Marketing Officer commented, “I love the opportunity to interact with Advisors from across the country that attend our conferences. They really resonate with our message and mission and validate what we are doing. This group was fantastic and we are excited to have them join us!”

http://www.marketwatch.com/story/financial-gravity-companies-inc-march-partner-program-conference-adds-5-new-partners-2017-04-11

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, Inc. Welcomes New Investment Advisor Representative in Greenville, South Carolina

ALLEN, TX – (Business Wire – April 06, 2017) Financial Gravity Wealth, Inc. a subsidiary of Financial Gravity Companies, Inc. (OTCQB: FGCO) is proud to welcome Investment Advisor Representative, Edward Storer from Ed Storer & Associates in Greenville, South Carolina to the Financial Gravity Wealth RIA Platform.

Edward Storer joined the Financial Gravity Partner program at the inaugural event two years ago. “Our firms were aligned since the very beginning, but it made sense to start to transition our hundreds of clients and our $50 million in Assets Under Management to the Financial Gravity Platform. The tax centric solution model and the Fractional Family Office® are what clients want. It was an easy decision to move in the direction of further driving the integration of our firms together,” stated Ed Storer.

John Pollock, CEO Financial Gravity Companies, Inc said, “Edward Storer and Associates has been helpful in growing our footprint in the Carolinas, and I am excited to see our business model work as it was designed. Advisors solving problems instead of selling products, leads to growth of their firm and a strengthening of the client relationship.”

http://www.nasdaq.com/press-release/financial-gravity-wealth-inc-welcomes-new-investment-advisor-representative-in-greenville-south-20170406-00262

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