Congratulations

Robert E. Grace

Grace Tax Advisory Group, LLC 

13450 Parker Commons Boulevard
Suite 103
Fort Myers, FL 33912
(239) 481-5550
(239) 481-5545
gtag@gracetax.com
www.gracetax.com

Retirement Income Planning / Safety by Design

• Eliminating market risk from your accounts
• Designing tax favored income streams that cannot be outlived
• Offering unique tax reduction strategies

Designations: Juris Doctor, Chartered Life Underwriter, Chartered Financial Consultant, Member of ED SLOTT’S Elite IRA Advisor(R) group

Advisor is licensed/registered to do business with U.S. residents in the states of: FL

Grace Tax Advisory Group, LLC and the FIVE STAR Program are not affiliated.

Individuals pictured within the video are not Grace Tax Advisory Group, LLC clients. Actual client results and experiences will vary.

Left to Right: Standing: Bonnie Hull, Greg Smith and Alan White Seated: FIVE STAR Wealth Manager Robert E. Grace

What does it mean to be named a FIVE STAR Wealth Manager?

FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.

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