Marc\u2019s 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.<\/p>\n
Those clients have always appreciated how he does more than just record history. They’ve trusted him enough to approach him with questions about investing and financial planning. But he’s always been frustrated by the inherent conflicts and lack of transparency infecting the wealth management industry.<\/p>\n
After much research, Marc found a partner who helps clients like you accomplish their tax & wealth goals. This partner shares his values and uses a proprietary methodology to implement those values into holistic planning: a Taxes First, Then Math\u00ae approach.<\/p>\n
As a Family Office Director, Marc is responsible for prescribing advanced tax solutions and ensuring his network of partners fill those solutions with fidelity to his plan. He relies on the experts at Financial Gravity, Inc., a true partner — not just a vendor — who helps him deliver lower costs, higher tax efficiency, more comprehensive diversification, and more transparent risk management.<\/p>\n
Marc started his firm to give his clients the best chance at success by harmonizing tax planning, financial planning, and generational planning to achieve their goals. With more than 20 years of experience in accounting and taxation, Marc is responsible for the strategic vision and overall management of client relationships, while providing the personal touch of a small business. Making the move to a tax-centric, value-based model of tax planning and financial advising achievable for everyone.<\/p>\n
AZ State License #20638654<\/p>\n","protected":false},"featured_media":0,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[],"tags":[24],"class_list":["post-1208","team","type-team","status-publish","format-standard","hentry","tag-fod-team"],"acf":[],"yoast_head":"\n