Financial Gravity Companies, Inc. (OTC: FGCO) has announced the addition of Mitch Monson to its team as a Family Office Director. Monson brings over 25 years of experience in the financial sector, with a focus on tax-optimized income planning and efficient wealth transfer strategies, especially for retirees. His comprehensive approach includes investing, risk management, legacy planning, and tax planning, aiming to offer holistic financial solutions.
In his new role, Monson will be responsible for prescribing advanced tax solutions and ensuring their precise execution through a network of partners. He values the collaboration with Financial Gravity, Inc., seeing it as a pivotal partnership in delivering cost-effective, tax-efficient, diversified, and transparent risk management solutions to clients. Monson expressed his excitement about joining Financial Gravity, recognizing it as a leader in integrating proactive tax planning, wealth management, estate planning, and tax compliance.
Scott Winters, CEO of Financial Gravity, shared his enthusiasm for Monson's addition to the team, underscoring the potential for ongoing growth and success. The company's mission is to make family office benefits accessible to the mass affluent American family, providing coordinated advice on taxes, investments, and risk management to achieve better returns without increasing portfolio risk. For more information, visit https://financialgravity.com.
