TAKE CONTROL OF YOUR FINANCIAL FUTURE
Our goal is to establish client relationships that are built upon trust.
Our Financial Architects
Design the Blueprint for Your Retirement Dreams
At Grace Advisory Group, the financial, tax, legal and insurance professionals on our team design financial plans that emphasize protection from losses due to market fluctuations, while offering the benefits of tax deferral and providing a steady, tax efficient income stream for life.
Grace Advisory Group serves over 4,000 clients throughout Southwest Florida. Our goal is to establish client relationships that are built upon trust. Our clients have worked very hard for their retirement savings and want predictability, security, and peace of mind regarding their assets.
Using ‘plain English’, we discuss how inflation, taxes, probate and nursing home expenses may affect those assets. Our advisors operate under a fiduciary standard and recommend the course of action we would apply to ourselves in the same situation. We then work together to implement a well-thought-out plan that will allow our clients to retire with confidence.
Why Choose Grace Advisory Group?
With years of experience giving successful financial advice, we maintain our long-standing reputation throughout Florida. Our company founder and president Robert E. Grace, JD, CLU, ChFC, RFC® heads our multidisciplinary team with his over forty years of experience providing estate, retirement and tax planning for individuals and companies. Specialized training by nationally acclaimed financial expert, Ed Slott, CPA, made Bob a Master Elite IRA Advisor®.
Our financial advisors have access to a vast number of different investment and insurance services and companies, each supplying unique options. This gives our advisors the flexibility needed to provide you with a customized financial plan. We understand that every client has different needs; so why should their portfolios look the same?
Complete Income Planning
The financial advisors at Grace Advisory Group prefer long-term growth over short-term, volatile investments. Our mission is assisting you in determining a strategy appropriate for your specific financial situation. We employ a “teamwork” concept as our staff of financial advisors, legal, tax, accounting and insurance professionals collaborate to combine their knowledge, specialized skills and experience, offering the ideal outcome for our clients.
• Financial Planning – Each of our advisors must undergo extensive and continual education that well exceeds the professional standard requirements, to present the most current thinking in personal income and retirement planning.
• Tax Planning – Our company’s specialty is tax reducing methods. Our customers receive more income and owe fewer taxes by utilizing our tax planning advisors and accountants, who have over 100 years of combined experience.
• Legal Services – Because you’ve worked hard to create a secure and comfortable lifestyle for your family and loved ones, you’ll want to ensure that you have a sound financial plan that includes trust and estate planning.
Learn more about our retirement income planning strategies.
retirement planning event
It is no secret that those who educate themselves will be best prepared for a comfortable retirement and even grow their portfolios in spite of the ups and downs of the marketplace. If you have $250,000 or more in retirement savings – don’t miss this opportunity to learn about powerful NEW retirement income planning strategies!
Toll Free: 866-481-5550
Fax: (239) 481-5545
13450 Parker Commons Blvd.
Fort Myers, FL 33912
Cities We Serve