ARE YOU OPTIMIZED?

At Retirement Matters, we work with AbbVie executives to optimize their current financial benefits to support their ideal life. Once you have everything streamlined and maximized, it's surprising how focused you can become on living the life of your dreams.

Meet Dave

Meet Dave

Dave Grant is the advisor to AbbVie executives. Learn more about his background here.

Meet Dave
Our Services

Our Services

We offer one-time financial plans as well as ongoing, comprehensive tax and wealth management.

more about our services
Our Approach

Our Approach

Through the ongoing relationships with clients, we make sure life's changes don't cause your financial plan to go off track.

more about our approach

Featured In

WGN9 The CW, Chicago's Very Own
Reuters
The Wall Street Journal
Investopedia 100 Top Financial Advisor 2020
Kiplinger's Personal Finance
Market Watch
Yahoo! Finance
Chicago Tribune
Expertise.com Best Financial Advisors in Waukegan 2022
<span>WANT SOME FREE ADVICE?</span>

WANT SOME FREE ADVICE?

We want to make sure you have access to all the knowledge we give to clients, should you want to implement your financial plan by yourself. Download this book to learn how to maximize your AbbVie benefits package.