How To Make Sure Your Money Lasts As Long As You Do!
By Robert E. Grace

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
  • Annuities

About Grace Advisory Group

Headquartered in Fort Myers, FL with offices in Naples, Port Charlotte, Lady Lake, Sarasota, Orlando 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.

Mission Statement:

Our mission is to help clients design and implement a financial plan that, foremost, provides safety and the highest most tax-favored income stream that cannot be outlived.

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

For Those Interested in Securities
Some clients (and prospective clients) want to set aside a portion of their monies for investing in the marketplace.  Through Investment Advisor Representative (IAR) Chuck Brock, and his affiliation with Global Financial, we can now coordinate everything through this office for those who wish to invest in the market.

Global Financial Private Capital has managed money for some of the country’s largest institutional clients as well as numerous pension funds and trusts.  Through Global, 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.  Global appealed to us because their philosophy is very similar to ours in that they match client needs and goals with the appropriate investment strategy.  They call their program Dynamic Investment Allocation Strategies (DIAS).  DIAS is designed to meet client goals while continuously adapting to market conditions.