-
Last Updated: 10/02/2025
in Client Essentials FG Client Services Quick Reference Guide Financial Gravity (FG) Companies Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. To learn more about each division of our comp...
-
Last Updated: 10/02/2025
in Client Essentials Meet the Client Success Team You can contact the team at clientsuccess@financialgravity.com , or calling 1-800-588-3893, option 2. Below are the extensions for each team member. Jill Henderson : Ext. 2100 McKensey Taylor : Ext. 76...
-
Guide to Education Savings Investment Accounts As the cost of education continues to rise, planning for your child’s or loved one’s future education becomes increasingly important. Several investment account options can help you save for educ...
-
Guide to Required Minimum Distributions (RMDs) As you approach retirement and begin to take distributions from your retirement accounts, it’s essential to understand Required Minimum Distributions (RMDs). These are mandatory withdrawals that the...
-
Understanding UTMA and UGMA Accounts The Uniform Transfers to Minors Act (UTMA) and the Uniform Gifts to Minors Act (UGMA) provide ways for adults to transfer assets to a minor without creating a formal trust. These accounts are designed to simpl...
-
Staying Safe from Cyber Threats: What You Need to Know At Financial Gravity, your security is our top priority. As part of our commitment to helping you protect your sensitive information, we want to keep you alert to the possibility of spam, ph...
-
Completing Your DocuSign Account Packet A Step-by-Step Guide Setting up a new investment account involves several important documents and signatures to ensure everything is compliant and aligned with your goals. In this guide, we’ll walk you thr...
-
When Trusts Go Wrong Most people set up a trust to leave a legacy that will live on after they’re gone. Often, it’s to maintain and grow family wealth across multiple generations or to support a charity. However, things can go awry for vari...
-
Is a Trust Right For You? A trust may be the best vehicle to ensure your legacy, meaning naming trustees. You'll want your trustee to provide three essential values: neutrality, expertise, and continuity. Neutrality is needed to provide str...
-
The Big 3 When Naming a Trustee To ensure your legacy, you’ll want your trustee to provide three essential values: neutrality, expertise, and continuity. Neutrality is needed to provide strict conformance with the trust’s objectives, expert...