Why Retirement Matters

"After years of going it alone and then finally deciding I could use objective, professional advice as I neared retirement, I started looking at independent financial planners - someone who did not stand to gain from my savings. I tried a referral from a trusted friend. That was a disaster. Finally I did my own homework, narrowed it down and interviewed several before making my decision. I couldn't be happier with Dave's services. He is super smart, object, professional, non-judgmental, and keeps his promises. Most importantly, I'm comfortable and confident in my retirement plans. Dave keeps me on track and is always available when I have questions. I couldn't be happier and highly recommend him!" - Susan Bender*

"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 when he became "Retirement Matters", and have only great things to say about our experience. The thing about Dave and his business we love is the fact that he is honest and responds very quickly. Plus, there are no dumb questions to Dave. He is patient with us and understands that we do not do this for a living and he is willing to explain things to us so we can understand it. He will advise us on what he believes we should do but ultimately he tells us it is our decision on what we will do with our finances. The bottom line for us though is, we TRUST Dave and that is why we have been with him for so long and will be in the future." - Linda Evans*

"I randomly came across Dave about seven years ago while looking for someone to take a look at our entire (somewhat complicated) financial situation and advise us on how to make sure we were set for retirement in a few years. I'm a teacher and I particularly liked that he was familiar with the nuances of teacher retirement. I won't lie - getting together all the forms, invoices and information that he needed was a huge task but so worth it! He put together an extremely comprehensive plan and made solid recommendations for us, not only on purely financial issues but things like insurance, creating a trust, etc. It was such a relief when we saw the final plan and realized that our goals were very achievable. We followed through on his recommendations over the years and his plan was spot-on. My husband and I just retired with EXACTLY what Dave had projected in the plan. We recently had him redo our plan and have now signed on to have him manage our finances and investments on an ongoing basis. Two other things that I want to point out about Dave are that as a certified financial planner, he is ONLY looking out for our interests - he is not getting commissions, etc. from the investments he recommends. The other thing I wanted to mention is that he is also a great guy - extremely personable, always available and willing to answer questions (no matter how stupid they may be!) and does a great job of explaining things in a way that a non-financial savvy person can understand. I highly recommend him and have recommended him to friends and coworkers." - Lisa Werhane*