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 revenue stream that our clients cannot outlive.

Today, Grace Advisory Group serves over 1,200 clients throughout Southwest Florida. 

Mission Statement:
Design and Implement a
Financial Plan that, foremost,
Provides Safety and the
Highest, most Tax-Favored
Income Stream that
Cannot Be Outlived.

Grace Advisory Group’s Philosophy
Our goal is to establish client relationships that are built on 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 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.
 

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

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 our 2010 affiliation with Global Financial Services 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 those client goals while adapting to market conditions.
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser

Grace Accountancy Group
Locations

Headquartered in Fort Myers, the company has offices in Naples, Port Charlotte, Sarasota and Tampa to assure our clients’ needs are met in a timely and convenient manner.


Fort Myers Office
13450 Parker Commons Blvd., Suite #103,
Fort Myers, FL 33912
239-481-5550
>>Click here for directions.

Naples office
840 111th Avenue North
Suite #5
Naples, FL  34108
239-514-7971
>>Click here for directions

Port Charlotte Office
1777 Tamiami Trail
Port Charlotte, FL  33948
941-255-0154
>>Click here for directions

Sarasota Office
Sarasota Executive Suites
677 N. Washington Blvd, Suite # 31
Sarasota, FL 34236 
941-952-5885, Ext #3033
>> Click here for directions

Tampa Office
4511 North Himes Ave., Suite 200
Tampa, FL  33614
813-449-4268
>>Click here for directions

In addition to the local numbers listed for each office, you can also call the toll-free number: 866-481-5550

Design and Implement a Financial Plan that, foremost, provides Safety and the Highest most Tax-Favored Income Stream that cannot be Outlived.


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