TAKE CONTROL OF YOUR FINANCIAL FUTURE
Our goal is to establish client relationships that are built on trust to help you retire with grace.
We Can Design a Blueprint For Your Retirement Dreams
At Retirement by Design, we can help design a financial plan that emphasizes protection from losses due to market fluctuations, while offering the benefits of tax deferral, and providing a steady, tax-efficient income stream for life.
Retirement by Design serves clients throughout Southwest Florida. Our goal is to establish client relationships that are built on 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 your assets. It is our mission to provide all of our clients with unbiased advice that we believe is in their best interest. There are regulatory standards that apply to the work we do, for investment advice we are held to the fiduciary standard which means we act in a clients best interest while disclosing any potential conflicts of interest. When providing insurance recommendations, at the regulatory level, we are held to the suitability standard, which requires that the recommendation meet your stated financial needs and objectives.
Why Choose Retirement by Design?
With years of experience giving financial advice, we take pride in serving clients throughout Florida. Our company founder and president Robert E. Grace, JD, CLU, ChFC, RFC®, RICP®, heads our multidisciplinary team with his over forty years of experience providing legacy planning, retirement income planning and tax-effivient strategies for individuals.
Fiduciary Duty of Care
As an Investment Adviser representative, I am held to a fiduciary duty of care, which means I am legally required to work in your best interests when providing investment advice. When I make insurance recommendations, the regulatory standard that applies is the suitability standard, which means that the recommendation meets your needs and objectives.
Complete Income Planning
The financial advisors at Retirement by Design prefer long-term growth over short-term, volatile investments. Our mission is assisting you in determining a strategy appropriate for your specific financial situation.