Our tax planning tools help reduce or eliminate tax burdens, keeping more of your wealth working for you.
We help protect assets, reduce taxes, and achieve your legacy goals for future generations.
Our strategies mitigate risks like inflation and healthcare costs, safeguarding your retirement security.
We address key retirement risks to ensure your income lasts and your lifestyle is protected.
We provide strategies to protect your wealth, minimize estate taxes, and ensure your legacy is preserved for future generations.
We offer advanced tools to optimize risk, protect retirement income, and reduce taxes.
Our conflict-free approach ensures your interests come first, giving you peace of mind.
Our team provides personalized support to help you achieve your financial goals with confidence.
Our vision at Financial Gravity is to be the industry leader in democratizing family office benefits for the mass affluent American family. Our Turnkey Multi-Family Office Charter revolutionizes financial services by using a multi-disciplinary approach, bringing together all facets of a client’s financial life and empowering them with personalized solutions. The result is an unparalleled client experience.
We bring the advantages of the family office model that were once only available to the super-wealthy. We provide coordinated advice, without conflict, regarding taxes, investments, and risk management. This coordination of advice provides both efficiency and tax advantages that can generate meaningfully higher returns for clients without exposure to additional portfolio risk.
Proactive tax planning identifies opportunities to minimize or eliminate tax burdens, ensuring more of your wealth stays in your hands. Using advanced software, we tailor strategies to fit your financial situation and goals, helping you achieve long-term financial security.
Legacy services help protect your assets, reduce taxes, and create a plan for transferring wealth to future generations. These strategies ensure your family and charitable goals are met while preserving your legacy for years to come.
Our Time Optimized Planning™ platform solves for key retirement risks like inflation, market timing, and longevity, ensuring your income lasts and your lifestyle is secure throughout your retirement.
We take a comprehensive approach to identifying and mitigating risks like inflation and healthcare costs. Our strategies are designed to build a protective “moat” around your wealth, allowing you to grow, spend, and transfer it with confidence.
Our tools, like Risk Meter™, Incomize™, and Tax Architect™, empower you to make informed decisions about risk, optimize your retirement income, and retain as much of your wealth as legally possible.
Our Client Services Team provides expert guidance on routine and complex financial matters. We’re here to ensure your wealth journey is seamless, your goals are met, and your financial confidence is strengthened.
Transparency eliminates conflicts of interest, ensuring all strategies align with your best interests. At Financial Gravity, our dedication to transparency builds trust and gives you peace of mind throughout your financial journey.
Estate planning protects your wealth, minimizes estate taxes, and ensures your assets are transferred according to your wishes. It’s an essential part of preserving your legacy and achieving long-term financial goals for your family.
Advisory Services are offered through Financial Gravity Family Office Services, LLC (“FGFOS”), an SEC Registered Investment Adviser. FGFOS does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel.
This site is published for residents of the United States only. Investment Advisor Representatives of FGFOS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the FGFOS Compliance Department at 800-588-3893.
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