Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) welcomes John Walters aboard as a Family Office Director.

John formed his accounting and financial services firm with a single purpose in mind: To provide clients with the highest levels of client service possible. John’s tax experience has taught him that it’s not enough just to put the “right” numbers in the “right” boxes in the “right” forms. He’s learned that planning is the key to helping clients pay less. John is an Enrolled Agent, Certified Tax Coach, Best Selling Author, Instructor, and Speaker at the firm LeWalt Consulting Groupe, LLC, located in St. Petersburg, Florida.

John shares, “I joined Financial Gravity because I saw that there was a real disconnect between the advice my clients were getting in their tax planning they received by our firm and the investment/wealth management advice they were receiving from a third party. Now, I have that team with the comprehensive resources working in the background for both my practice and on my client’s behalf in their best interest so that I feel confident in the advice I can now deliver where the client’s entire financial picture is comprehensive, focused, coordinated, and above all balanced to help them achieve and meet their financial life’s objectives head-on with confidence.”

Scott Winters, CEO of Financial Gravity, shares, “We are excited to have John join our team. We look forward to promoting transparency together. “

Read the original press release here.

Leave a Reply

Your email address will not be published. Required fields are marked *

Sign Up for The Briefs

Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.