Robert Grace

Retirement By Design provides professional retirement planning to Southwest Florida residents and helps them on their journey toward the retirement they’ve always dreamed of.

Our team of professionals can help you determine a game plan appropriate for your unique financial situation. We consult with you and show you strategies on how to work towards achieving your retirement dreams.

Our experience and proficiency in advanced retirement resource allocating allows us to use safety by design. Learn about the many things within your power to make certain that your retirement dreams come to fruition. Your retirement is our primary goal.

Services Include

• Wealth Management
• Investment Planning
• Retirement Income Planning
• IRA Recovery Plans
• 401(k) / 403(b) Pension Rollovers
• Tax Reduction Strategies
• ROTH IRA Conversions
• Life Insurance
• Long-Term Care Insurance
• Inflation Hedges
• Legacy Planning and Beneficiary Designation

Designations, Certifications & Accolades

• CLU – Certified Life Underwriter
• ChFC – Chartered Financial Consultant
• JD – Juris Doctor
• RFC – Registered Financial Consultant®
• RICP – Retirement Income Certified Professional®
• CFEd – Certified Financial Educator
• Best-Selling Author
• Over 45 Years Of Experience
• Master Elite IRA Advisor

Retirement by Grace LLC DBA Retirement by Design – an affiliated company – is an independent financial services firm offering both insurance and investment services. Insurance services provided through Trifound Financial. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits, safety, security, or steady and reliable income, ect streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposed only and are not a solicitation to buy or sell any of the products mentioned. this information is not intended to be use as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 1185893-2/22