Imagine working with a financial advisor who truly understands you. One who focuses not just on the numbers, but on your unique story and dreams for the future. Welcome to Retirement Matters, where I create a comfortable and supportive environment for you to plan your next steps toward a fulfilling retirement.
My name is Dave Grant. As a Certified Financial Planner (CFP) professional, I've been providing fee-only, fiduciary financial advice to clients since 2007. My passion is centered around helping clients identify and prioritize their life goals. I'm committed to crafting tailored investment and retirement income strategies to make those visions a reality.
With a specialization in serving AbbVie executives and in-depth expertise in the Illinois TRS system, I bring targeted expertise to my clients' unique needs, ensuring they receive the best possible financial planning experience.
Why Choose Retirement Matters and me as your advisor?
Comprehensive expertise: I collaborate with a network of seasoned professionals in estate planning, Social Security, Medicare, insurance, and income taxes to optimize every aspect of your financial life.
Fee-only, fiduciary commitment: I uphold the highest standards in serving your best interests, offering both one-time comprehensive reviews and ongoing partnership options.
Personalized attention: My limited client roster ensures you receive the dedicated service and care you deserve.
Frequent communication: I stay in touch with clients throughout the year to keep their plans on track and provide valuable educational content. I have experience as a columnist for Financial Planning magazine. My writing has been featured in the Wall Street Journal, The New York Times, and the Chicago Tribune.
Community involvement: I'm a proud member of the Board of Directors for YMCA Camp Duncan in Fox Lake, IL, the treasurer of the Cary Barracudas swim team in Cary, IL, have served as a mentor through Kids Hope USA, and treasure my roles as a husband, father, and community member.
At Retirement Matters, your financial journey will always be about you, your family, and your goals. I'm honored to be your guide on this path to a better retirement. Let's get started!
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I want to make sure you have access to all the knowledge I 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.