What We Do
The Reality Of
Retirement Today
The journey to retirement isn't always smooth.
Even successful 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.
Swap uncertainty for confidence
Trade market watching for grandchild watching
Swap tax worries
for travel stories
Turn "someday" dreams
into "today" realities
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 executives and Illinois teachers 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 on Hallmark movies with my wife.
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.
Free Giveaway
The (Almost) Complete
Retirement Guide
Are you tired of visiting multiple websites for different information about retirement preparation? That ends now.
This ebook is an “almost” complete guide to retiring. It covers the psychological aspects of retiring, how to build an optimal portfolio to provide income, how to plan for Social Security and Medicare, and answering the question most people have—“Do I have enough?”
All we need is your name and email address to tell us who to send this to:
"As I near retirement age - I was in search of a financial planner that I not only trusted but also felt connected to. I had spent over a decade with a larger firm that proved I was one fish in a pond of many. Retirement Matters / Dave Grant provides it all... amazing portfolio insight, financial and market trend expertise, availability, excellent continued communication and more. And even more importantly - Dave creates a connection which gives a huge sense of peace of mind with something so important. What a great company to work with."
Addie Smits*
Wondering if
we're the right fit?
Here's what some executives initially thought, and how we
addressed their concerns:
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.
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.
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.
Starting the conversation early gives us time to optimize your exit strategy and position your finances for maximum long-term benefit.
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.