Bernard Group & Investment LLC

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Robert Smith is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Port Charlotte, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Grace Advisory Group is a financial services firm based in Port Charlotte, FL, offering comprehensive financial planning and wealth management solutions. Led by Bob Grace, the team at Grace Advisory helps clients design personalized retirement strategies to achieve their unique goals and enjoy a worry-free retirement. With their Retirement by Design process, Grace Advisory examines clients' current financial situations and provides custom strategies to ensure they have enough income in retirement. As independent financial architects, they offer both insurance and investment services, helping individuals make informed decisions and navigate the complexities of retirement planning.Generated from the website