Mr. Grace is President and Founder of Grace Advisory Group, headquartered in Fort Myers, FL with offices throughout Southwest Florida. He is an attorney, Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Educator and Registered Financial Consultant, and an Ed Slott Master Elite Advisor, with over 43 years of experience providing estate, retirement and tax planning for individuals.
Previously, Bob was a practicing estate planning attorney, specializing in family wealth transfer and tax planning.
At Grace Advisory Group, he has assembled a team of legal, tax, accounting and insurance experts that specializes in building financial plans that emphasize safety, while reducing taxes and providing a steady revenue stream that its clients cannot outlive.
In his practice, Bob helps individuals and business clients establish sophisticated, yet easy to understand, solutions for protecting and preserving wealth, while minimizing tax exposure.