Grace Retirement and Tax Advisors
At Grace Advisory Group, our team of legal, tax, accounting and insurance experts specialize in building retirement income plans that emphasize protection from losses due to market fluctuations, while offering the benefits of tax deferral and providing a steady income stream that our clients cannot outlive.
Today, the financial advisors at Grace Advisory Group serve over 4,500 clients throughout all of Southwest Florida and the Orlando area.
Our goal is to establish client relationships that are built upon trust. We know that our clients have worked very hard for their retirement savings and want peace of mind regarding their assets. Using “plain English”, we discuss how taxes, probate and nursing home expenses may potentially affect those assets. We then work together to implement a well-thought-out plan that will help allow for a sound retirement. In serving our clients, we recommend the course of action we would apply to ourselves in the same situation.
Among the many designations of company President, Robert E. Grace, JD, CLU, ChFC, CFEd®, RFC®, is Chartered Financial Consultant. As Master Elite IRA Advisor®, he trained with nationally acclaimed CPA Ed Slott who is well known for dynamic television shows, radio interviews and his insightful collection of published books.
Interested in Securities?
Some clients (and prospective clients) want to set aside a portion of their money for investing in the marketplace. Through Retirement Investment Advisor (RIA) Charles J. “Chuck” Brock II, PhD, LUTCF, RFC, CSA, and Managing Director and his affiliation with Grace Capital Management Group, we can now coordinate everything through his office for those who wish to invest in the market.
Through Grace Capital Management Group, our clients can have their money managed in the same way that some of the country’s largest financial institutions pay to have their money managed—with fewer fees associated with that management. Grace Capital Management’s philosophy is very similar to ours in that they match client needs and goals with the appropriate investment strategy. The Dynamic Investment Allocation Strategies (DIAS) program is designed to meet client goals while continuously adapting to market conditions.
Retire with Grace. Retirement by Design.
Every member of Grace Advisory Group is committed to earning your trust by putting your personal success ahead of our professional success — we are only successful if you are successful. Our team specializes in retirement planning, and we stand ready to provide the professional guidance you need to help you achieve your long-term goals. To speak with a financial planner, call one of our offices in Orlando or throughout Southwest Florida by dialing (866) 481-5550, or click here to contact us.