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Dave Grant, CFP®

Retirement planning, specializing in residents of Illinois and Arizona

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Retirement Matters Dave Grant, CFP®
Barrington, Illinois

Serving Clients Nationwide

Retirement planning, specializing in residents of Illinois and Arizona

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847-558-6991

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Inherited Wealth
  • Investing
  • Investment Management

About Me

Hi. I’m Dave Grant, a Certified Financial Planner (CFP) professional. I have been providing fee-only, fiduciary financial advice to clients since 2007.

When you meet with an advisor, how do you envision the process? What if it was like this: The focus isn’t on the numbers, but on you. It takes place in a comfortable setting where you can tell your story and explore what you’d like the future to look like. You’ll be able to plan your next steps. With some guided questions, you’ll start to understand how your money will support your long-term future. There’s no judgment for past – or even future - mistakes. Through our conversations, you’ll get to decide if this is the start of a relationship with your trusted advisor. That’s what it’s like at Retirement Matters.

I have taken advanced classes in retirement income planning to better serve retiring and retired clients. My initial focus with clients is to help them understand what they want to achieve in life, what goals to set, and how important those goals are in comparison to each other. This has proven particularly helpful with our single, female clients but is vital for everyone in the planning process. It’s then my job to bring the best investing and retirement income strategies to aid in building your ideal life and having a customized, financial plan at your fingertips.

I partner with seasoned professionals in estate planning, Social Security, Medicare, insurances and income taxes, so all areas of your financial life are optimized. If I don’t know the answer to your situation, I have knowledgeable people I can turn to. Throughout the year, I’m in frequent contact with clients to ensure their plan stays on track and provide educational content each month.

All of this is offered in a fee-only, fiduciary capacity. A fiduciary upholds a strict standard to act in your best interests, every time. You get to choose how to engage: you can pay for a one-time, comprehensive review of your situation or on a longer time horizon where we work closely together throughout the year. My client roster will always be limited, so current clients get the best service they can imagine.

I live in Cary, work in Barrington, am married to a middle school Math teacher (Highland Middle School, Libertyville) and am a father to two boys. I'm a proud member of the Board of Directors for YMCA Camp Duncan in Fox Lake, IL and have loved serving as a mentor through Kids Hope USA.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board

Location

777, North Lake Zurich Road, Barrington, Illinois, 60010

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 30-minute introductory call. During the call, we'll accomplish 3 things. 1) Understand your current financial situation and goals. 2) Identify problem areas in which you would like guidance. 3) Discuss how I work with clients, what service option would be best for you, and a timeline for working together if it's a good fit.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Retirement Matters provides specific, plain-English financial advice for AbbVie employees and K-12 educators. We offer one-time consultations, ongoing financial planning, and investment management. Our main goal is to take the anxiety out of personal finances and help clients build the life they desire.

✅ Retirement, Simplified

We design and manage customized financial plans for Illinois teachers, AbbVie employees, and Illinois-Arizona snowbirds. Retirement income and tax review/preparation services are available for Wealth Management clients. We serve a limited number of families to ensure a high quality of service.

Retirement Matters best serves clients who want to devote time to understanding how best to prepare for retirement, both emotionally and financially. This is typically an individual five years (or less) from retirement, have a household income of over $200,000, and be consistently saving to increase their net worth.

Retiree clients have over $1,000,000 in investable assets that are managed by Retirement Matters. A typical client will be excited about planning their next steps, looking forward to receiving financial guidance and implementing suggestions, and have saved diligently throughout their career.

We might be a good fit to work together if:

✅ You understand that you need assistance managing your finances and need the guidance of a professional.

✅ You want to transfer the burden of managing your finances to someone else so you can enjoy more time pursuing the things you enjoy.

✅ You are prepared to devote the time needed to have an impactful conversation about your financial life

Our typical client is over the age of 55.

🌎 LOCATIONS:

📍 Illinois Office: 777 N. Lake Zurich Rd, Suite 125D, Barrington IL 60010

📍 Mesa Office: 2929 N. Power Rd, #101, Mesa, AZ 85215

Education

University of the West of England, Bachelor of Science, Psychology (with Honors)

Volunteer Experience

Board of Directors for YMCA Camp Duncan in Fox Lake, IL

Badges

Hobbies and Interests

  • Church
  • Family
  • Gardening
  • Movies
  • Reading
  • Traveling
  • Video Games
  • Volunteering
  • Walking

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/5862846

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Investors
  • Living in Retirement
  • Single Women
  • Technology Professionals
  • Widow
  • Women in Transition
  • Women Professionals

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