Fort Myers, FL. – Financial Advisor Robert Grace reaches out to clients and the community to inform them of the benefits and dangers of owning annuities.

Grace advises that annuities can be a great “safe money asset” to own.

“But the real question is, are annuities any good for you, your money and your retirement? And if they are good, who is qualified to find you the right one for your unique retirement planning situation?”, says Robert Grace, President of Grace Advisory Group.

“Banks sell them, brokerage house representatives sell them, the guy who insures your car can probably sell them, too,” adds Grace.   However, he points out that variable annuities, lifetime immediate annuities and indexed annuities all have their pros and cons that may not be obvious to the untrained eye.

When consumers are considering an annuity, it is critical that they turn to an experienced professional with the credentials and experience to help them make an informed decision.

“Don’t buy into an offer that defies logic,” says Grace. “A good safe money advisor will know how to ladder annuities and help you find the best option(s) after carefully considering the benefits and costs of each one.”

For more information on how Robert Grace can help, please visit www.gracetax.com.

The Grace Advisory Group is headquartered in Fort Myers with offices throughout Florida (Naples, Port Charlotte, Sarasota, Tampa and The Villages).   The Grace team—of legal, tax, accounting and insurance experts—specializes in building financial plans that emphasize safety while reducing taxes and providing a steady stream of lifetime income.

For media inquiries only, please contact Jenn Horner at [email protected].

About Robert Grace:

Robert Grace has over forty years of experience providing estate, retirement and tax planning for individuals. Grace worked as a financial planner for a number of years before pursuing a law degree.

Besides being an attorney, he’s also a Chartered Life Underwriter, a Chartered Financial Consultant, a Registered Financial Consultant and a Certified Financial Educator.