About Us
Grace Tax Advisory Group, LLC specializes in advanced retirement income planning with safety by design. Your Secure Retirement Is Our Business.
- Financial Planning – Our services are enhanced by a ‘team work’ concept as our Financial Advisors pool their knowledge, specialized skills and experience to offer the ultimate individual experience for our clients. Each of our Advisors must undergo extensive and ongoing learning processes to present the most current concepts in individual income and retirement planning above and beyond the professional standard requirements.
- Tax Planning - Our firm's specialty is tax reducing strategies. Our clients enjoy more income and lower taxes from utilizing our tax planning specialists who have over 100 years combined experience.
- To better serve our clients, Grace Tax Advisory Group, LLC has formed a Naples based company, Grace Accountancy Group, LLC, which offers tax and accounting solutions for business. The goal of this company is to relieve small businesses of the burden of bookkeeping, accounting and payroll functions. Apart from our tax specialists, we also have financial advisors at the Naples office to better serve our Collier County residents.
- In order to facilitate visits with our Charlotte County clientele, Grace Tax Advisory Group, LLC maintains a satellite office located in the Omni Executive Center, 4055 Tamiami Trail, Suite # 15, Port Charlotte, FL. >>Click here for directions.
Meet Robert E. Grace
JD, CLU, ChFC, ELITE IRA ADVISOR®
President, Grace Tax Advisory Group, LLC
Robert E. Grace, a Juris Doctor (JD), is a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC), with forty years experience providing estate, retirement and tax planning for individuals. He has been trained and is a member of nationally acclaimed financial expert, ED SLOTT’s “Elite IRA Advisor®” group. Bob’s training places him among the top percentile of our country’s financial experts.
Bob was a practicing estate planning attorney in the State of Ohio where he specialized in family wealth transfer and tax planning. He expanded his experience working with Brokers’ clients in two of the nation’s major financial corporations.
In his current practice at Grace Tax Advisory Group, LLC, Bob helps individuals and business clients establish sophisticated; yet easy to understand, solutions for protecting and preserving wealth while minimizing tax exposure. The company produced $20 Million in Annuity Premium in 2008.
GRACE TAX ADVISORY GROUP, LLC was awarded First Place in the Retirement & Income Planning category by the Fort Myers News-Press “The Best of 2008” reader’s poll.
Most recently, Bob was awarded the “2009 Wealth Manager, FIVE STAR: Best in Client Satisfaction SM.” The distinction is only awarded to wealth managers who have scored highest in client based research conducted by a national independent research company under the direction of Crescendo Business Services. The distinction is awarded to a maximum of just 7 percent of financial professionals in any market area. Financial professionals are not able to "buy" their way onto the list, and the distinction is not based on sales volume but on how consumers have evaluated their experience in working with that individual.
Bob can be heard weekly from Clearwater, FL south to Naples, FL when he hosts his radio broadcast from six different AM News stations.
Bob and his wife, Rose, enjoy an active Florida lifestyle as year-round Fort Myers residents. They spend quality time golfing and yachting. Bob is a member of the Cape Coral Power Squadron and committed to safety on the water.
RETIREMENT PLANNING ADVISORS
Bonnie Hull
Senior Advisor
A New Jersey native, Bonnie has been an Independent Representative for Life, Health, Mutual Funds and Annuity products since 1989, and received her securities license in 1992. She has held Florida state licenses for insurance and securities since 2002.
Alan White
Senior Advisor
Hailing from Kilmarnock, Scotland; Alan graduated from Craigie College with a major in Business & Accounting. After immigrating to the U. S. in 1999 he became a licensed life, health and variable annuity insurance agent.
Alan is also a licensed Florida Real Estate Agent & Community Association Manager.
J
ames Gallagher
Senior Advisor
A graduate of the University of Western Ontario, with an engineering degree and minors in business and economics, James subsequently received a certification in Executive Business Management from the University of Illinois.
After contributing his engineering talents to the Sunshine Skyway Bridge in St. Petersburg and a number of other major structural projects, he embarked upon a long career in the automotive field. He spent the majority of that career with General Motors. One of his notable achievements was the conception, design, engineering and launch of the Chevrolet Avalanche. Exceptional financial performance in operations has always been among the hallmarks of his work.
TAX SPECIALISTS
Joye Alford
CPA, MBA,
Joye received her MBA from the University of Baltimore and her BBA degree in Accounting from the Sellinger School of Business & Management at Loyola College in Maryland. She has over 12 yrs of experience working with a wide variety of industries, both for profit and not-for profit. Mrs. Alford specializes in: financial reporting, tax planning and preparation, audit preparation, and US/International accounting.
Dale Dempster
Dale is a Federally Authorized Tax Practitioner - in the Tax Preparation and Tax Planning profession since 1968. He received his M.B.A. from Embry Riddle Aeronautical Univ. and a B.S in Accounting from Rutgers University. A former Registered Public Accountant in New Jersey and Professor of Accounting and Finance of Columbia College, in Missouri, Dale is licensed in Life, Health Insurance and Annuities.