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Last Updated: 04/28/2025
in Client Guides
Family Office Client Success Check-In Call Guide What is the New Client Check-In Call? The New Client Check-In Call is a follow-up conversation designed to give clients the opportunity to ask questions, share any concerns, and ensure ...
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Last Updated: 04/28/2025
in Client Guides
Family Office Client Success Review Call Guide What is the Family Office Client Success Review Call? The Client Success Review Call is a dedicated time for Advisors to connect with clients, review portfolio performance, discuss recent...
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Last Updated: 04/28/2025
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Held Away Account Management Program
In addition to managing FGAM accounts, Financial Gravity also has a program where we can connect hundreds of company retirement plans that include 401(k)’s, 403(b)’s, 401(a) TSPs, as well as many 5...
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Last Updated: 04/28/2025
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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Last Updated: 04/28/2025
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Understanding Beneficiaries: What They Are & Why They Matter As part of your investment and estate planning, naming beneficiaries is a crucial step. Let’s walk through what beneficiaries are, why they’re important, and the different types you...
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Last Updated: 04/17/2025
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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Last Updated: 03/31/2025
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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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Last Updated: 03/20/2025
in Client Guides
Financial Planning Portal
Interactive financial planning that helps us create and monitor your personalized financial plan to reach your goals.
Program Overview
Clients with assets exceeding $500,000 under Financial ...
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Last Updated: 03/20/2025
in Client Guides
FG Client Services Quickstart 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 company...
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Last Updated: 03/20/2025
in Client Guides
Fidelity Overview
If Fidelity is the custodian of your investment account assets, which are managed by Financial Gravity Asset Management. How to log into Fidelity
Go to https://www.fidelity.com/ ; Along the top bar next ...