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Retirement Income Planning Stategies

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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.

Radio Show

Retire With Grace Radio Schedule

WFSX 92.5 FM / WINK 1240 AM

  8:00 a.m. - 9:00 a.m.
  6:00 a.m.- 7:00 a.m.
  Noon - 1:00 p.m.

WFLN NewsRadio 1480 AM

  9:00 a.m. - 10:00 a.m.
  7:00 a.m. -8:00 a.m.

WJNO 1290 AM

  8:00 a.m. - 9:00 a.m.
  1:00 p.m. - 2:00 p.m. 


  11:00 a.m. - 12:00 Noon

WGUF 98.9 FM

  1:00 p.m. - 2:00 p.m.

WENG 1530 AM/107.5 FM

   Noon - 1:00 p.m

540 AM / WFLA FM

  6:00 a.m. - 7:00 a.m


   8:00 a.m. - 9:00 a.m.

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Grace Advisory Group in the Community

Headquartered in Fort Myers, FL with offices in Naples, Port Charlotte, Venice, Lady Lake, Sarasota, Orlando, Boca Raton and Miami Lakes.

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.

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.

Investment Advisory Services offered through Grace Capital Management Group, LLC, a Registered Investment Adviser.

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