Ft. Myers Retirement and Tax Services

Grace Advisory Group 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 education above and beyond the professional standard requirements, to present the most current concepts in individual income and retirement planning
   
• 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 bring over 100 years combined experience.
   
• To better serve our clients, Grace Advisory Group has formed a Naples-based company, Grace Accountancy Group, LLC, which offers tax and accounting solutions for businesses. 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 serve our clients outside of Lee and Collier Counties, Grace Advisory Group has opened offices in Port Charlotte, Sarasota and Tampa.