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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.
777 N Lake Zurich Rd #125D, Suite 125D, Barrington, IL, 60010, United States
Get directionsWeekday | 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 |
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
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
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
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 impo... read more
My wife and I were looking for a fee based financial planner and were connected to Dave through a neighbor that was also a client. Based on that feedback we wanted to meet Dave. He was exactly what we were looking for in a financial advisor - thoughtful, patient, thorough and insightful. My wife and I were very pleased with his process. We would recommend Dave to anyone.
Retirement Matters Inc has a 4.9 star rating with 11 reviews.
Retirement Matters Inc is closed now. It will open at 9:00 a.m.