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Retirement Matters Inc
- Investment Service
- Barrington, IL
About this business
At Retirement Matters, we work with AbbVie executives to optimize their current financial benefits to support their ideal life. Once you have everything streamlined and maximized, it's surprising how focused you can become on living the life of your dreams.
Location details
777 N Lake Zurich Rd #125D, Suite 125D, Barrington, IL, 60010, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 10:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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... read more
Dave was recommend to me by a colleague. Even though my husband and I are 15+ years away from retirement, we wanted to meet with a financial planner to ensure we were making smart financial decisions NOW that will help in the future when we near retirement. Upon initial contact, Dave described his services and asked us some basic questions about our goals. Once we decided to hire him, he collected more information from us in order to help us meet our personal financial goals. Not only did Dave provide us with insight on ho... read more
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... read more
As I near retirement age - I was in search of a financial planner that I not only trusted but also felt connected to. I had spent over a decade with a larger firm that proved I was one fish in a pond of many. Retirement Matters / Dave Grant provides it all... amazing portfolio insight, financial and market trend expertise, availability, excellent continued communication and more. And even more importantly - Dave creates a connection which gives a huge sense of peace of mind with something so important. What a great ... read more
We hired Dave Grant to help us achieve tax efficiency, reduce our risk in the market, preserve capital, and restructure our portfolio for retirement. This required expertise that exceeded our ability. Dave is a fee-based CFP who has accomplished all that for us plus given us a great plan for the future. Most importantly he has given us peace of mind regarding our finances. Dave is an intelligent, caring and trustworthy Financial Planner/Math Geek. He responds quickly, is always transparent, and does not push product on us (f... read more
Frequently asked questions about Retirement Matters Inc
How is Retirement Matters Inc rated?
Retirement Matters Inc has a 4.9 star rating with 11 reviews.
When is Retirement Matters Inc open?
Retirement Matters Inc is closed now. It will open on Monday at 9:00 a.m.