Live Your Best Chapter
Helping AbbVie executives and upcoming retirees transition from their career into a worry-free retirement.
Your next chapter starts here.
Tax-Efficient Planning | Retirement Income Design | Estate Planning | Professional Coordination
What We Do
The Reality Of
Retirement Today
The journey to retirement isn't always smooth.
Even successful AbbVie executives face challenges:
- Hidden tax burdens eating away at wealth
- Investment strategies misaligned with retirement goals
- Complex decisions about stock options
- Uncertainty about maintaining lifestyle
- Missed opportunities for wealth preservation
You need a trusted partner who understands these challenges and can help you overcome them.
At Retirement Matters, we're proud to offer the following services: retirement planning, investment management of various-sized portfolios, ongoing tax planning and reviews throughout the year, filing your tax returns, and guidance on estate planning and legacy gifting.
HOW WE HELP
Live Life On Your Terms
The retirement you've earned:
Swap uncertainty for confidence
Swap uncertainty for confidence TESASDASDASD
Trade market watching for grandchild watching
Trade market watching for grandchild watching TESASDASDASD
Swap tax worries for travel stories
Swap tax worries for travel stories TESASDASDASD
Turn "someday" dreams into "today" realities
Turn "someday" dreams into "today" realities TESASDASDASD
Who We Are
Building Trust,
Creating Friendships
Hi, I'm Dave Grant. My approach is simple: build genuine relationships with my clients that extend to their families. When I'm not helping AbbVie executives plan for retirement, you'll find me driving kids to activities, searching for my next favorite deep house track, or competing in family Fantasy leagues. And yes, I'm probably reaching my limit with my wife on Hallmark movies.
I believe financial planning should feel like a friendship, not just a business relationship. My clients trust me with their deepest concerns because they know there's no judgment here – just solid financial expertise and a commitment to helping them live their best retirement life.
How We Work
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Wondering if we're the right fit?
Here's what some executives initially thought, and how we addressed their concerns:
"I have a financial advisor."
While many advisors offer general services, we specialize in executive retirement transitions, understanding the unique challenges of stock options, deferred compensation, and optimal retirement timing.
"I can handle this myself."
Just as you delegate to experts in other areas of your life, working with a retirement specialist lets you focus on what matters while ensuring no critical details are missed.
"The fees seem high."
Our clients often say they don't even look at the invoices anymore because their peace of mind and tax savings far outweigh the cost of our services. But we still charge at, or below, market rates.
"I'm not ready to retire yet."
Starting the conversation early gives us time to optimize your exit strategy and position your finances for maximum long-term benefit.
"I'm too busy right now."
Our process is designed for busy executives, requiring minimal time investment while providing maximum value. We handle the complex details so you don't have to.
Grow Your Wealth By Maximizing Your AbbVie Benefits
FREE GIVEAWAY
By Dave Grant, CFP® of Retirement Matters.
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.