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Created On: 04/17/2025
in Client Guides
How to share a document securely There are 2 options on how to share an investment related document with our team. Below are the steps on how to achieve both options which will keep your Client data and documents protected and secure. ...
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Created On: 04/16/2025
in Client Guides
Legacy Services Client Overview Financial Gravity Legacy Services is a specialized part of our family office, dedicated to helping you grow and preserve your legacy. Whether it’s through setting up a trust—a powerful tool to manage, protect, ...
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Created On: 03/31/2025
in Client Guides
Client Guide for Tax Services Portal TaxDome is an all-in-one practice management platform that helps clients securely communicate, upload documents, e-sign forms, and manage their tax needs in one place. What to expect: At the beg...
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Created On: 02/04/2025
in Client Guides TWR = Time Weighted Return a measure of investment performance that eliminates the impact of external cash flows (deposits and withdrawals) to reflect the pure performance of an investment or portfolio over time.
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Created On: 01/30/2025
in Brochures Our Time Optimized Planning™ aligns investments with income needs and risk tolerance, using a Safety First, Steady Second, Grow Third approach to ensure stability, growth, and tax efficiency over market cycles.
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Created On: 01/30/2025
in Brochures Discover the Family Office Advantage® where our expert team collaborates to deliver tax-optimized, holistic financial strategies tailored for your family, offering an unparalleled service experience.
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Created On: 01/30/2025
in Brochures Discover comprehensive financial solutions with our Family Office Advantage®—expertly integrating tax strategies, wealth management, retirement, estate planning, and risk mitigation to secure your financial future.
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Created On: 01/30/2025
in Brochures We highlight the hidden costs, tax inefficiencies, and deceptive practices of mutual funds, underscoring that investors deserve better, more transparent investment options.
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Created On: 01/30/2025
in Brochures We recommend focusing on long-term investment strategies rather than attempting to time the market, as history shows that holding stocks provides positive returns and minimizes potential tax consequences.
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Created On: 01/30/2025
in Brochures Our brochure illustrates the Real Risk and Expected Returns™ across diverse investment allocations, demonstrating the risk/return tradeoff spectrum to aid informed decision-making with your financial professional.