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Bob Grace

ChFC®, CLU®, JD
Grace Advisory Group
Fort Myers, Florida
Income Plans, Taxes, Trusts & Wills - All at one location!

Meet Bob

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Grace Advisory Group - Robert Grace
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Grace Advisory Group’s Team - Robert Grace
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Experience and Credentials - Robert Grace
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Retirement by Design - Robert Grace
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Welcome - Robert Grace
Video Transcripts

You have worked hard for your money. We’ll work just as hard to help you protect and grow it with predictability, safety, and peace of mind.

Robert E Grace, JD, CLU. ChFC, CFEd, RFC, President and Founder of Grace Advisory Group, is an Attorney, Chartered Life Underwriter, Chartered Financial Consultant, Registered Financial Consultant, Certified Financial Educator and Master Elite IRA Advisor®. Bob’s experience and training, place him among our country’s…

You have worked hard for your money. We’ll work just as hard to help you protect and grow it with predictability, safety, and peace of mind.

Robert E Grace, JD, CLU. ChFC, CFEd, RFC, President and Founder of Grace Advisory Group, is an Attorney, Chartered Life Underwriter, Chartered Financial Consultant, Registered Financial Consultant, Certified Financial Educator and Master Elite IRA Advisor®. Bob’s experience and training, place him among our country’s leading retirement planners. He has been recognized by Gulf Shore Life as a “FIVE STAR Wealth Manager: Best in Client Satisfaction.” This distinction is only awarded to wealth managers who have scored highest in a national, independent client-based research survey.

On Bob’s radio show: “Retire with Grace,” broadcasted by Fox News, he shares the knowledge he has gained over 45 years in helping people with their retirement income planning. Listeners are hearing real-life examples of how people have benefited from proven retirement income planning strategies that have helped reduce taxes, assured a steady lifetime income, and allowed individuals to provide a legacy for their heirs.

Bob and his team of financial, legal, tax and insurance experts have over 100 years of combined experience. Over the last two decades, this team has grown Grace Advisory Group to 5 offices (currently 3) throughout the State of Florida.

These professionals use their combined credentials, experience and expertise to help you with all aspects of income, investment, tax and estate planning. Working closely together as a team, they focus on asset preservation and income planning for retirees. They specialize in building retirement income plans that emphasize protection from losses due to market fluctuations and help ensure a steady and dependable income stream for life. Their priority is to establish relationships that are built on trust to help you design the best income strategy for your unique situation with safety and tax protection in mind.

Our website, www.RetireWithGrace.com offers a wealth of information and educational resources. Please give us a call at 866-481-5550 or contact us today to visit our offices in Fort Myers, Naples, and Orlando/Winter Park. Let our licensed Financial Advisor, CPA and Attorney help you Retire with Grace!

Languages Spoken
Spanish

Services offered

Investment management
Financial planning
Retirement planning
Tax planning
Estate planning
Insurance management
LGBT services

Experience with

Small business owners
Entrepreneurs

Fee structure

Commission-based
Fee & Commission

Certifications and licenses

ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®

Memberships

NAIFA - National Association of Independent Fee Appraisers

Education

JD
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