About Us

Retire Well
Why I Help Executives 

After spending over a decade helping executives transition into retirement, I've learned something important: behind every retirement plan are real dreams, real concerns, and real people looking for clarity.

Founder & Financial Planner
Hi, I'm Dave Grant.

I founded Retirement Matters because I saw how many executives were getting generic advice that ignored their unique challenges. Since 2007, I've worked as a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, providing fee-only, fiduciary advice - which means I'm legally and ethically bound to put your interests first.

I believe financial advice should be different. No industry jargon. No canned solutions. Just clear guidance and genuine partnership. I specialize in helping executives navigate their unique compensation and benefits, along with providing expert guidance for the Illinois TRS system. My focus is creating clear retirement income strategies that make sense for your specific situation.

When I'm not helping busy professionals turn their career success into retirement freedom, you'll find me driving kids to practice, hunting for the perfect deep house track, engaged in fierce family Fantasy sports competitions, and searching for the next Netflix show to binge-watch.

What truly drives me is something deeper than credentials or specialties. It's helping executives like you identify what matters most and then building a clear financial path to get there.

Want To Start A Conversation?

Contact your CERTIFIED FINANCIAL PLANNER® at Retirement Matters and learn how you can retire well.

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