Thinking about retirement?

Learn about the 10 Factors to consider when developing your strategy:

#1: Plan for a long life
#2: Health care expenses may increase
#3: You may need a housing plan (or two)
#4: Plan for long-term care assistance
#5: Consider the potential impact of inflation
#6: Reconsider your goals
#7: Social Security benefits
#8: Taxes in retirement
#9: Distribution strategies
#10: The role of insurance in retirement

Conclusion? What financial goals look like will be different from person to person, based on individual values and priorities. Have you thought about yours? Contact us today to learn more.

Information contained in this brochure is for informational purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Be sure to speak to qualified tax, legal and financial professionals before making any decisions about your personal situation.

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Phone

Gall Grace Advisory Group

Toll Free: 866-481-5550

Fax: (239) 481-5545

Email: info@gracetax.com

Headquarters

Serving clients throughout Florida

13450 Parker Commons Blvd.

Suite 103

Fort Myers, FL 33912

Cities We Serve

Serving clients throughout Florida

Fort Myers
Naples
Marco Island
Estero
Bonita Springs
Sanibel-Captiva

Cape Coral
Port Charlotte
Punta Gorda
Englewood
North Port
Venice

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