Fee Only Financial Advice, with a speciality in serving AbbVie Executives
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.
Dave Grant is the advisor to Abbvie executives. Learn more about his background here.
We offer one-time financial plans as well as ongoing, comprehensive tax and wealth management.
Through the ongoing relationships with clients, we make sure life's changes don't cause your financial plan to go off track.
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.
"My wife and I were looking for a fee based financial planner and were connected to Dave through a neighbor that was also a client... He was exactly what we were looking for in a financial advisor - thoughtful, patient, thorough and insightful. My wife and I were very pleased with his process..."
- Lee Black
"We've been with Dave for quite a few years and have not regretted it for a single minute. We started with him when he worked with "teachers only" and then he became "Retirement Matters", and have only great things to say..."
- L. Evans
"I learned early in life the importance of surrounding oneself by those who make one's life better. Dave Grant does just that. In fact, he is the epitome of such a concept."
- Guy Schumacher