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Client Portal

Portfolio dashboard where you can view your investments, and access your Financial Foundation reports.
Portal

Financial Planning

Interactive financial planning that helps us create and monitor your personalized financial plan to reach your goals.
Planning

Tax Portal

Securly upload tax documents, track your return's progress, and communicate about your tax preparation.
Tax Services

Having trouble accessing any of these services? Please contact Financial Gravity’s Client Success Team clientsuccess@financialgravity.com.

Control the Controllables™

Request Your Free Taxes First, Then Math™ Analysis

Click the button below to start the process. Use the form to upload all of your investment statements. We will then be in touch with your Taxes First, Then Math Analysis. 

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Steve Margulin
505-345-6611
7301 Jefferson Street NE, Suite B Albuquerque NM 87109

© 2024 Financial Gravity Family Office Services and Financial Gravity Companies, Inc. 

Certain appropriately licensed individuals are registered to offer Investment Advisory Services through Financial Gravity Family Office Services, LLC (“FGFOS”), an SEC Registered Investment Adviser. FGFOS does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel.

This site is published for residents of the United States only. Investment Advisor Representatives of FGFOS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the FGFOS Compliance Department at 800-588-3893.