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About this Advisor
Dave Grant is a certified financial planner (CFP) who helps pre-retirees figure out what they want their retirement to look like and then align their money to this vision. Grant says he walks people through the transition of retirement, acknowledging what an anxious (or joyful!) time it can be. He works with clients either providing a one-time financial plan, or ongoing financial planning, investment management and tax management services. In addition to pre-retirees and retirees, Grant also specializes in serving single women and educators.
Grant has been a fee-only financial planner for 11 years. He’s the founder, president and CCO of Retirement Matters, Inc., a firm located in Barrington, Illinois that was originally founded as Finance for Teachers, Inc. He has clients across the country, but he primarily works with investors in the Chicago suburbs. He requires his clients to have at least $100,000 in investable assets.
Grant prefers meeting face-to-face with his clients so they can get to know each other better. He takes his clients through a multi-meeting process, taking as much time as each client needs. Grant says that he strives to learn as much as he can about his clients so he can build financial plans that are fully customized to their situations. He is in contact with his clients at least every three months via the phone and once a year for an annual meeting.
The most frequent mistakes Grant sees investors making is not diversifying their investments. He says his investment philosophy is to try to control the things he can, like costs and taxes, and then let the markets do their job. He assesses each client’s risk tolerance and liquidity through questionnaires and conversations, and then uses that information to build a conservative portfolio that he frequently monitors.
Certifications and Registrations
Years of Experience
Advisor Certifications and Licenses
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Investment Advisory Services
- Retirement Planning
- Investment Planning
- Tax Planning
David Grant Work History
David has 11 years of experience.
Retirement Matters, Inc.
Financial Planning - Columnist
Vantage Financial Partners Limited
David has no disclosures.
Please visit his SEC profile for more details.