Services

We understand the unique needs of AbbVie professionals and offer tailored services to help you achieve your financial goals.

We provide two distinct service packages for our clients: a One-Time Financial Plan and a comprehensive Wealth Management service.

Make the choice depending on your current situation and future goals.

Ideal for AbbVie employees looking for an in-depth review of their financial situation, our One-Time Financial Plan offers:

• Financial goal setting
• Comprehensive discussions on various financial topics, including everyday spending, debt management, income taxes, education planning, retirement planning, investment management, estate planning, legacy building, and charitable giving
• Customized, easy-to-understand reports with actionable advice

During our maximum of two meetings (via phone, video, or in-person at our office), we'll work together to create a personalized, comprehensive financial plan that empowers you to implement our recommendations on your own.

At a cost of $7,500, this plan empowers you to take charge of your financial future. Please note, this service is not for current retirees and is only available for AbbVie employees looking to plan for their retirement seriously. 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.

Our Wealth Management package is designed for clients with managed assets of $1,500,000 and above, offering ongoing support and a complete financial solution that includes:

• All services offered in the One-Time Financial Plan
• Advanced financial planning: Comprehensive guidance on spending, debt management, income taxes, education planning, retirement planning, investment management, estate planning, legacy building, and charitable giving
• Investment management: Tax-sensitive, diversified portfolio management and quarterly rebalancing to align with your risk tolerance and long-term goals
• Tax strategy: Access to Dave Grant, CFP®, and one of our partner CPAs for year-round tax-efficient investment guidance and annual tax filing assistance
• Exclusive access: Limited client roster to ensure premium service, along with a private online portal for real-time access to all your accounts and secure file sharing with your advisory team

With our Wealth Management service, you'll receive a minimum of two meetings per year, a limited client roster, and in-person meetings across the USA.

The minimum annual fee for our Wealth Management service is $15,000, covering financial planning, investment management, and income tax review/preparation fees. This fee is conveniently deducted from your account for a seamless experience.

Please note, this service is only available to clients where we manage all investable assets (retirement and taxable accounts).

At Retirement Matters, we pride ourselves on our transparency and commitment to providing the best financial advice for your unique circumstances. We’re dedicated to helping AbbVie professionals achieve their financial goals and secure their future. Whether you opt for our One-Time Financial Plan or our comprehensive Wealth Management services, you can trust us to guide you on your financial journey with confidence.