Financial Gravity Companies, Inc. (OTC: FGCO) has announced the addition of Mitch Monson as a Family Office Director, marking a significant step in strengthening its team with his extensive financial expertise. Monson brings over 25 years of experience, specializing in tax-optimized income planning and efficient wealth transfer strategies for retirees, underscoring Financial Gravity's commitment to providing comprehensive financial solutions.
As a fiduciary, Monson adopts a holistic approach to financial planning, encompassing investing, risk management, legacy planning, and tax planning. His academic background includes a bachelor's degree in Finance from the University of Utah, complemented by Series 65 and life/health licenses. In his new role, Monson will leverage Financial Gravity's resources to deliver advanced tax solutions, aiming for lower costs, higher tax efficiency, and more transparent risk management for clients.
Monson expressed enthusiasm about joining Financial Gravity, highlighting the company's leadership in integrating proactive tax planning, wealth management, estate planning, and tax compliance. CEO Scott Winters also shared optimism about Monson's contribution to the company's growth and the enhanced value he brings to clients seeking family office benefits traditionally reserved for the super-wealthy.
Financial Gravity's innovative approach democratizes access to family office services, offering coordinated advice on taxes, investments, and risk management to the mass affluent American family. This strategy not only improves efficiency and tax advantages but also aims to generate higher returns without additional portfolio risk. For more information, visit https://financialgravity.com.
