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Client Reviews
0.5 - 1%
Fixed Pricing
Meet The Team Behind Retirement Matters, Inc.
Dave Grant
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.
I founded Retirement Matters because I saw how many Illinois teachers and 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.
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
$1,500,000
Minimum Annual Income
$200,000
Specialties We Work With
Services We Offer
✔ 401(k) & IRA Management
✔ Asset Allocation
✔ Cash Flow Planning
✔ College/Education Planning
✔ Education Planning
✔ Estate Planning
✔ Family Wealth Transfer
✔ Financial Planning
✔ Insurance Planning
✔ Investment Management
✔ Philanthropic Planning
✔ Portfolio Rebalancing
✔ Retirement Planning
✔ Social Security Planning
✔ Tax Strategy
✔ Wealth Management
✔ Stock Option Planning
✔ Risk Management
✔ Real Estate Advisory
✔ Portfolio Management
✔ Pension Planning
✔ Life Transition Planning
✔ Insurance/Risk Management
✔ Individual Tax Services
✔ Financial Advice & Coaching
✔ Executive Compensation
✔ Debt Management
✔ Charitable Giving
Our Ideal Client Profile
We're ideal for individuals who:
- Are planning their transition from teaching or executive roles
- Want to turn career success into lasting impact
- Value clear communication over complexity
- Are ready to make "someday" happen now
- Are planning their transition from teaching or executive roles
- Want to turn career success into lasting impact
- Value clear communication over complexity
- Are ready to make "someday" happen now
We're Probably Not A Good Fit If
✗ As I focus on life planning versus pouring over multiple spreadsheets and projections, engineers, real estate investors and DIY investors aren't usually the best fit for the work I do.
How We Work
1
Share Your Vision
We’ll meet via phone, video or in person to understand your retirement dreams and current situation. This conversation is taking time to ensure we're the right fit.
2
Get Your Blue Print
Your custom financial plan covers investments, taxes, income strategies and more. The result? Clear answers to every question about your future.
3
Live Your Best Chapter
If we're a good match, we'll help implement your plan with ongoing support as life changes. Some clients prefer to implement independently, others want ongoing partnership.
Behind The Scenes At Retirement Matters, Inc.
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?”
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?”
Grow Your Wealth By Maximizing Your AbbVie Benefits
We want to make sure you have access to all the knowledge we give to AbbVie clients, should you want to implement your financial plan by yourself.
How Trump’s Big Beautiful Bill Impacts Retirees: What You Need to Know
Explaining Required Minimum Distributions
Introduction to AbbVie's LTI RSU plan
Transparent Pricing
One-Time Financial Plan
$5,000 - $5,000/Fixed
Let's map out your path to retirement confidence with a complete blueprint showing you exactly how to get from here to your ideal future.
About Retirement Matters, Inc.
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.
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.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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