Areas of Professional Specialty
- Wealth Accumulation (Retirement Planning)
- Income Tax Preparation
- CPA Consultation
- Reduction of Taxes on Income and Social Security
- IRA (Individual Retirement Account) Recovery Plans
- 401(K) / 403(b) Pension Rollovers
- ROTH IRA Conversions
- Beneficiary Designation & Legacy Planning
- Life & Long Term Care Insurance
About Grace Advisory Groupoffices in Naples, Port Charlotte, Lady Lake, Sarasota, Orlando, Sun City Center and Fort Lauderdale
At Grace Advisory Group, the legal, tax, accounting and insurance experts on our team specialize in building financial plans that emphasize safety, while reducing taxes and providing a steady income stream that our clients cannot outlive.
Today, Grace Advisory Group serves over 1,200 clients throughout Southwest Florida.
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 security and peace of mind regarding their assets.
Using ‘plain English’, we discuss how taxes, probate and nursing home expenses may affect those assets. We then work together to implement a well-thought-out plan that will help allow for a worry-free retirement. In serving our clients, we recommend the course of action we would apply to ourselves in the same situation.
Company President, Robert E. Grace, JD, CLU, ChFC, CFEd®, RFC, is a Master Elite IRA Advisor®. He is pictured here (left) at a recent meeting with nationally acclaimed CPA, Ed Slott who is well known for dynamic television shows, radio interviews and his insightful collection of published books.
Meet the Team