))
EP #504: Retirement by Design & Grace Tax Advisory Group with Bob Grace
Manage episode 302676867 series 2804146
Content provided by Charlie McDermott. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charlie McDermott or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
What Makes Retirement by Design & Grace Tax Advisory Group a Good Neighbor...
At Grace Advisory Group, we are financial architects, helping our clients to have peace of mind and enjoy the pleasure of retirement.
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 a selected group of more than 4,000 clients throughout Southwest Florida. Our goal is to establish client relationships that are built on 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 your assets. Our advisors operate under a fiduciary standard and recommend the course of action that best suits each client's individual situation. "Retire with Grace" stands for an entire team working together to create and implement a well-thought-out plan that will allow our clients to retire with confidence in their financial situation.
To learn more about Retirement by Design & Grace Tax Advisory Group, go to: https://retirewithgrace.com/
Retirement by Design & Grace Tax Advisory Group
1185 Immokalee Road, Suite 210
Naples, FL 34110
239-249-8888
892 episodes
Share
