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| Grace Advisory Group |
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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. |
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Overview:
At Grace Advisory Group, the financial, tax, legal and insurance professionals on our team design financial plans that emphasize protection from losses due to market fluctuations, while offering the benefits of tax deferral and providing a steady, tax efficient income stream for life.
Grace Advisory Group serves over 4,000 clients throughout Southwest Florida and the Orlando area. Our goal is to establish client relationships that are built upon trust. Our clients have worked very hard for their retirement savings and want predictability, security, and peace of mind regarding their assets.
Using ‘plain English’, we discuss how inflation, taxes, probate and nursing home expenses may affect those assets. Our advisors operate under a fiduciary standard and recommend the course of action we would apply to ourselves in the same situation. We then work together to implement a well-thought-out plan that will allow our clients to retire with confidence.
WHY CHOOSE GRACE ADVISORY GROUP?
With years of experience giving successful financial advice, we maintain our long-standing reputation throughout Florida. Our company founder and president Robert E. Grace, JD, CLU, ChFC, CFEd®, RFC® heads our multidisciplinary team with his over forty years of experience providing estate, retirement and tax planning for individuals and companies. Specialized training by nationally acclaimed financial expert, Ed Slott, CPA, made Bob a Master Elite IRA Advisor®.
Our financial advisors have access to a vast number of different investment and insurance services and companies, each supplying unique options. This gives our advisors the flexibility needed to provide you with a customized financial plan. We understand that every client has different needs; so why should their portfolios look the same?
The financial advisors at Grace Advisory Group prefer long-term growth over short-term, volatile investments. Our mission is assisting you in determining a strategy appropriate for your specific financial situation. We employ a “teamwork” concept as our staff of financial advisors, legal, tax, accounting and insurance professionals collaborate to combine their knowledge, specialized skills and experience, offering the ideal outcome for our clients.
• Financial Planning – Each of our advisors must undergo extensive and continual education that well exceeds the professional standard requirements, to present the most current thinking in personal income and retirement planning.
• Tax Planning – Our company’s specialty is tax reducing methods. Our customers receive more income and owe fewer taxes by utilizing our tax planning advisors and accountants, who have over 100 years of combined experience.
• Legal Services – Because you’ve worked hard to create a secure and comfortable lifestyle for your family and loved ones, you’ll want to ensure that you have a sound financial plan that includes trust and estate planning. |
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