Winters: 'We are thrilled to have Ray join us at Financial Gravity'

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Financial Gravity Companies Inc., recently announced the addition of Ray Rathel as a family office director.

With more than 30 years of experience as an enrolled agent, certified tax coach and owner of Rathel's Accounting, Rathel is reportedly a highly respected figure in the field of taxation, according to a June 22 News Direct news release.

“We are thrilled to have Ray join us at Financial Gravity," Financial Gravity Holdings CEO Scott Winters said in the release. "We look forward to working on holistic planning together."

As a family office director, Rathel's responsibilities consist of recommending advanced tax solutions to customers and making sure his network of partners effectively carries out these solutions in accordance with his plan, the release reported. The collaborative partnership between Rathel and Financial Gravity is built on shared values and the utilization of a proprietary methodology known as Taxes First, Then Math, which integrates these values into a holistic planning approach.

He is reportedly a "master in the nuance of taxes, tax planning and tax resolution," according to the release. He has extensive experience assisting families and clients in dealing with the Internal Revenue Service.

Additionally, having lived in the Metro Atlanta area for more than 50 years ensures he "understands the unique financial challenges of the community he serves," the release reported.

Financial Gravity Companies Inc., in collaboration with its subsidiary firms, provides customers with a comprehensive family office charter to investment and tax professionals, according to the release. The company is based in Austin, Texas.

This turnkey solution enables tax professionals to transition from traditional tax compliance services to becoming family office directors who operate and oversee their own multi-family offices, the release reported.

“In the intricate world of taxation and investing, understanding your financial landscape is not a luxury — it's a necessity," Rathel said in the release.

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