Dave Grant, CFP®
Retirement planning, specializing in AbbVie executives
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Serving Clients Nationwide
Retirement planning, specializing in AbbVie executives
Areas of Focus
- Estate Planning
- Financial Life Planning
- Inherited Wealth
- Investing
- Investment Management
- Retirement Planning
- Social Security
About Dave Grant, CFP®
Through my work at Retirement Matters, I help AbbVie executives transition into a well-designed retirement. My ideal clients have diligently saved throughout their career and want to live meaningful lives. I help them do this by confirming what they want life to look like, and bringing financial planning strategies to the table for discussion.The goals involved in living a "meaningful life" are different for everyone, and everyone deserves the undivided attention of a financial professional to help them get there. By being a Fee-Only, fiduciary financial planner, my clients tell me their dreams and concerns and worry about how to pay for them. To this I respond, "Let me worry about that for you." They continue living their life, while I strategize solutions to get them to their ideal life - before and after retirement.
Together, my clients and I develop comprehensive plans that address their financial concerns while ensuring their days are emotionally fulfilling - now and in retirement. While I specialize in working with AbbVie executives, I also have a deep knowledge of the Illinois TRS system. With my wife as a Tier 1 TRS-covered teacher in Libertyville, this knowledge is key to our own financial plan.
When I'm not working with financial planning clients, I enjoy writing, making my flowers look their best, mowing criss-cross patterns in my yard, and cheering my kids in their seemingly-endless sports seasons. My freelance writing work has been featured in the Wall Street Journal, The New York Times, and the Chicago Tribune. As part of my professional writing, I "retired" in 2020 from a bi-monthly column in Financial Planning magazine read by over 150,000 professionals. I am on the Board of Directors for YMCA Camp Duncan in Fox Lake, IL and Treasurer of the local swim team.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- CFP Board
Primary Location
777 N Lake Zurich Rd suite 125d, Barrington, IL 60010, USA
Additional Locations
📍 Illinois Office: 777 N. Lake Zurich Rd, Suite 125D, Barrington IL 60010
📍 Mesa Office: 2929 N. Power Rd, #101, Mesa, AZ 85215
Meeting Options
- Video Conference
- In-Person
- Phone
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 Retirement Matters
Retirement Matters provides specific, plain-English financial advice for AbbVie executives. 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 AbbVie executives. 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 $300,000, and be consistently saving to increase their net worth.
Retiree clients have over $1,500,000 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.
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
Hobbies and Interests
- Church
- Family
- Gardening
- Movies
- Reading
- Traveling
- Video Games
- Volunteering
- Walking
SEC Lookup
View DisclosureWho 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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