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About Grace Tax Advisory
The Founders of Estate Plan Navigator have helped thousands of people with their estate plans and knew there was a simpler and smarter way. They assembled the best people they could find – visionaries, techies, programmers, attorneys, and financial planners. All with one purpose – to create a revolutionary new tool – EP Navigator.
While EP Navigator is new, the knowledge and analytics behind it are not. The team’s intimate knowledge and extensive experience covers every area of the estate planning process. Their collective expertise have been worked into the tool to create and manage estate plans that fit every unique need without breaking the bank.
Robert E. Grace, JD, is not just a financial expert; he's a master strategist in the art of retirement and estate planning. With a keen eye for Wealth Transfer and Tax Reduction Strategies, he's spent over 45 years sculpting the financial futures of his clients. As the President and Founder of Retirement by Design, Robert has dedicated over two decades to the residents of Southwest Florida, where he's become a beacon of financial wisdom.
His educational background, including a Juris Doctorate, has equipped him with the tools to become a Retirement Income Certified Professional. But it's not just about the numbers for Robert; it's about the strategy, the design, the masterful crafting of a retirement plan that fits like a glove. He's not just planning for retirement; he's designing a legacy. Robert's approach to estate planning is akin to a finely tuned orchestra, where every piece plays its part in perfect harmony. His clients don't just retire; they retire with grace, confidence, and a plan that's uniquely theirs.
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