Financial Gravity Enhances Team with Seasoned Financial Professional Mitch Monson
TL;DR
Financial Gravity Companies, Inc. enhances its competitive edge by adding Mitch Monson, a veteran in tax-optimized income planning, to its team as a Family Office Director.
Mitch Monson's role at Financial Gravity involves prescribing advanced tax solutions and ensuring their implementation with a focus on fidelity, leveraging his 25 years of financial expertise.
Financial Gravity's addition of Mitch Monson aims to democratize family office benefits, making tax-efficient wealth management accessible to more families, thus improving financial well-being broadly.
Discover how Mitch Monson's 25-year financial expertise and passion for tax-optimized planning are set to revolutionize Financial Gravity's approach to wealth management.
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Financial Gravity Companies, Inc. (OTC: FGCO), known for its innovative approach to democratizing family office benefits, has announced the addition of Mitch Monson as a Family Office Director. Monson, with a rich background spanning over 25 years in the financial sector, specializes in tax-optimized income planning and efficient wealth transfer strategies, particularly for retirees. His fiduciary approach encompasses investing, risk management, legacy planning, and tax planning, ensuring a holistic service to his clients.
Holding a bachelor's degree in Finance from the University of Utah, along with Series 65 and life/health licenses, Monson's expertise is a significant asset to Financial Gravity. In his new role, he will focus on prescribing advanced tax solutions and collaborating with a network of partners to implement these solutions effectively. Financial Gravity's partnership model, which emphasizes lower costs, higher tax efficiency, comprehensive diversification, and transparent risk management, aligns perfectly with Monson's professional ethos.
Monson expressed his enthusiasm about joining Financial Gravity, highlighting the company's leadership in integrating proactive tax planning, wealth management, estate planning, and tax compliance. Scott Winters, CEO of Financial Gravity, also shared his excitement about Monson's addition to the team, anticipating continued growth and success together.
Financial Gravity's mission to extend family office benefits to the mass affluent American family through its Turnkey Multi-Family Office Charter is further bolstered by Monson's appointment. This initiative aims to provide coordinated, conflict-free advice on taxes, investments, and risk management, offering efficiency and tax advantages that can lead to higher returns for clients without additional portfolio risk. For more information, visit https://financialgravity.com.
This press release contains forward-looking statements, subject to risks and uncertainties that could affect actual outcomes. Financial Gravity commits to transparency and updates as necessary, without obligation to publicly revise any forward-looking statements.
Curated from News Direct
