Fort Myers / Florida / United States
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 firms 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 serve our clients outside of Lee and Collier Counties, Grace Tax Advisory Group, LLC maintains offices at: Robert E. Grace, a Juris Doctor ( JD ), is a Chartered Life Underwriter ( CLU ), Chartered Financial Consultant ( ChFC ), and Certified Financial Educator ( CFEd ) with over forty years of experience providing estate, retirement and tax planning for individuals. He has been trained by, and become a member of, nationally acclaimed financial expert, ED SLOTTs Elite IRA Advisor group. Bobs training and experience place him among our countrys leading financial experts. Bob worked as a financial planner for a number of years before pursuing a law degree. As a practicing estate planning attorney in the State of Ohio, he specialized in family wealth transfer and tax planning. He expanded upon his experience working with brokers clients in two of the nations major national financial corporations. In his current practice at Grace Tax Advisory Group, LLC, Bob and his team help individuals and business clients establish sophisticated yet easy to understand solutions for protecting and preserving wealth while minimizing tax exposure. The company produced over $30 Million in Annuity Premium in 2009. Fort Myers News-Press readers named Grace Tax Advisory Group, LLC Best Income & Retirement Planners in 2008, 2009 and 2010, in the annual Best of Southwest Florida poll. In both 2009 and 2010, Gulfshore Life recognized Bob as a FIVE STAR Wealth Manager: 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. Each weekend, Bob hosts his radio show, Retire with Grace. The program reaches much of Southwest Florida, as it airs on three radio stations from Sarasota to Naples. 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 an active member of the Cape Coral Power Squadron and committed to safety on the water. 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. Hailing from Kilmarnock, Scotland ; Alan graduated from Craigie College with a major in Business & Ac
