ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

Financial Gravity Welcomes New Family Office Director Angie Bhasin

Austin, Texas, June 14, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Angie Bhasin aboard as a Family Office Director

Angie Bhasin is a Certified Tax Planner/Coach and a Certified Public Accountant. She is the recipient of the prestigious Certified Tax Planner of the Year Award-2020, bestowed by the American Institute of Certified Tax Planners. She spends considerate time and effort staying abreast of all tax law changes in order to provide state-of-the-art service to her clients and also educate other professionals.

Angie is extremely passionate about educating taxpayers about the significance of pro-active tax planning and tactics to increase profits, improve cash flow, and grow generational wealth. She is a professional speaker, frequently presenting at Conferences and Mastermind Meetings sharing tax savings strategies with the audiences in order to educate them to STOP DONATING to the IRS. Her excellent credentials, professionalism, and affable personality allow her to provide expert advice on tax issues to thousands of taxpayers.

Angie shares that, “I partnered with FG to provide my clients full serve holistic concierge services, complimenting the customized tax planning we provide with comprehensive strategic financial services best suited for their individual needs. This partnership is aimed at resolving the frustration I experienced with advisors pushing their specific products rather than taking a holistic approach at advising in the client’s best interests since FG is able to tap into their wide array of resources and offer multitude of advanced solutions.”

Financial Gravity CEO Scott Winters shared, “We are happy to have Angie work with us at Financial Gravity. We are looking forward to our future partnership.

About Financial Gravity Companies, Inc.

Financial Gravity Companies Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. We help tax professionals evolve from the commoditized business of tax compliance to a Family Office Director that runs and manages their own multi-family office. Family Office Directors are able to leverage the Financial Gravity systems, technology, proprietary resources, and deep domain expertise to bring an elevated and holistic financial service experience to their clients that spans proactive tax planning, retirement and estate planning, wealth management, and risk mitigation. For more information about Financial Gravity Companies, Inc., please visit https://financialgravity.com.

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 this 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 Details

Scott Winters

+1 800-588-3893

scott.winters@financialgravity.com

Company Website

https://financialgravity.com/

Recent Quotes

View More
Symbol Price Change (%)
AMZN  233.22
+4.06 (1.77%)
AAPL  278.85
+1.30 (0.47%)
AMD  217.53
+3.29 (1.54%)
BAC  53.65
+0.66 (1.25%)
GOOG  320.12
-0.16 (-0.05%)
META  647.95
+14.34 (2.26%)
MSFT  492.01
+6.51 (1.34%)
NVDA  177.00
-3.26 (-1.81%)
ORCL  201.95
-3.01 (-1.47%)
TSLA  430.17
+3.59 (0.84%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.