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Recent TV Appearances

Retirement Income Planning Stategies

Fox Morning Blend with Robert Grace



 

Fox Morning Blend with Richard Lange

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

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

WFLN NewsRadio 1480 AM

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

WJNO 1290 AM

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

WLSS 930 AM

Saturday:
  11:00 a.m. - 12:00 Noon

WGUF 98.9 FM

Saturday:
  1:00 p.m. - 2:00 p.m.

WENG 1530 AM/107.5 FM

Saturday:
   Noon - 1:00 p.m

540 AM / WFLA FM

Saturday:
  6:00 a.m. - 7:00 a.m

WSRQ06.9FM/1220AM

Sunday:
   8:00 a.m. - 9:00 a.m.

Upcoming Events

Attend an Educational Event

Bob Grace would like to invite you to attend a free financial education dinner event titled: “Retirement Challenges.”
This retirement-altering seminar will help you make the most important decisions in your financial life. It’s a complimentary evening of food, fun and essential information every retiree and pre-retiree should know.



Register Online

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 Grace Capital Management Group, we can now coordinate everything through his office for those who wish to invest in the market.

Through Grace Capital Management Group, 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. Grace Capital Management's 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. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE. NOT FIDIC INSURED. NOT BANK GUARANTEE. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

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