Dave Grant, CFP® Retirement Matters, Inc

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About Dave Grant, CFP®

I’m a CFP® professional with a passion for helping diligent savers transition into their perfect retirement. Having worked exclusively with Illinois educators and various pension plans (TRS, CPS, IMRF), I transitioned into working with pre-retirees as that’s where my most meaningful conversations with clients were spent. I offer one-time comprehensive reviews for those who need a check up, but also ongoing financial planning, investment management and tax services for those looking for an ongoing relationship. Based on client feedback, I’ve been told I’m patient, make things easy-to-understand, and am attentive in the relationship. But I’ll let you be the judge!

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Ideal Clients

  • Baby Boomers
  • Educators, Teachers, and Academics
  • Female Entrepreneur
  • Single Women

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250/mo + $3,000 upfront
  • AUM: 1.00%

 

SEC Records

States Registered

  • Illinois

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