Grace Advisory Group Opens Office in Lady Lake

April 4, 2012 - PRLog -- Lady Lake, FL---Robert E. Grace, JD, CLU, ChFC, CFEd®, RFC, President and Founder of Fort Myers-based Grace Advisory Group, announces the opening of a new office in Lady Lake.

Financial Advisor Melissa A. Klug will manage the Lady Lake office, serving The Villages and surrounding area. With a background in comprehensive financial planning, Melissa looks forward to helping local clients meet their retirement income planning needs.
Born and raised in Duluth, Minnesota, Missy and her husband, Sean, decided to make the move to Florida in January of this year in order to be closer to her parents in The Villages.  Notes Mr. Grace, “Melissa is well-known, respected and experienced in the financial planning arena.  When I heard of her plans to move to Florida, I was delighted to offer her the opportunity to open a Grace Advisory Group branch office in The Villages.”

Missy attended Wichita State University on a bowling scholarship and attained national and international success in the sport.  She was a 3 time TEAM USA Member, a Gold and Silver Medalist at the 1995 Pan American Games in Buenos Aires, Argentina, 1997 USBC National Team Champion, 2010 USBC National Doubles Champion, and a Bronze Level Certified Coach.  She was also a bowling youth coordinator for three years.
In 1998 Missy turned the values, discipline and accountability she learned through competitive sports to the financial planning world.  First with American Express, she was then a Financial Advisor with Hantz Financial in Southfield, MI. for the next 13 years. At Hantz, she achieved Advanced Specialist designations in Planning, Life Insurance and Long Term Care, and served as a Training Advisor to new advisors.  She also obtained the full range of securities licenses as well as licenses for life, accident, health, and property casualty insurance.

Missy and Sean have two children, Justin (23) and Tayler (20).  In addition to bowling, she enjoys golf, tennis and running.

On her decision to join Grace Advisory Group, Missy says “My greatest joy about my profession is building that professional and personal relationship with each of the people I work with.  I enjoy being able to see smiles on my clients’ faces as they achieve their financial goals. I was drawn into Grace Advisory Group because of the respect and integrity it upholds.  Grace is a company that fits into my beliefs on how a client should be treated—with respect.  

The Grace Advisory Group 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 income that our clients cannot outlive.  Fort Myers News-Press readers named Grace Advisory Group “Best Income & Retirement Planners” in 2008, 2009, 2010 and 2011.  In addition to its headquarters in Fort Myers, the company has offices in Naples, Port Charlotte, Sarasota, Tampa and The Villages.

To contact Grace Advisory Group, call 1-866-481-5550 or email GTAG@gracetax.com.