Dave Grant

About Dave Grant

I help AbbVie executives retire (or approach retirement) with clarity, confidence, and purpose.At Retirement Matters, I work with AbbVie leaders who are approaching retirement and want to feel good about the decisions they’re making. Many have saved well, but still wonder how everything fits together once paychecks stop. My job is to help turn years of hard work into a clear, workable plan for the next chapter.I start by listening. Everyone’s idea of a great retirement is different, and I want to understand what matters most to you - how you want to live, what you want to protect, and what you want to enjoy. From there, I help put a plan in place so your money supports your life, both before and after retirement. I often tell clients, “Let me handle the details,” so they can focus on living.I help clients make smart decisions around investing, estate planning, taxes, and turning savings into reliable income. I have deep experience with AbbVie’s benefits and the Illinois TRS system. This work is personal for me: my wife is a Tier 1 TRS-covered teacher in Libertyville, so I understand firsthand how these pieces need to work together.Outside of work, I enjoy writing, gardening, perfecting lawn patterns, and cheering on my kids at their sporting events. My writing has appeared in The Wall Street Journal, The New York Times, and the Chicago Tribune, and I previously wrote a bi-monthly column for Financial Planning magazine.

Experience

1. Founder and Financial Planner

   Retirement Matters, Inc

   May 2013 — Present · Barrington, IL, US

   Retirement Matters provides specific, plain-English financial advice for AbbVie employees, mainly at the Director level and above. I offer one-time consultations, ongoing financial planning and investment management. My main goal is to take the anxiety out of personal finances, and help clients build the life they desire.

Education

• University of the West of England

  Bachelor of Science, Psychology (with Honors)

  2001 — 2004

Skills

• Iras
• Financial Planning
• 401k
• Wealth Accumulation
• Retirement
• Strategic Financial Planning
• Financial Planners
• Retirement Planning
• Asset Managment
• High Net Worth Individuals
• Investment Management
• Personal Finance
• Insurance
• Investment Strategies
• Alternative Investments
• 403(B) Planning
• Certified Financial Planner
• Investments
• Trs
• Pension Optimization
• Investment Advisory
• Wealth Management Services
• Portfolio Management
• Financial Advisory
• Securities
• Estate Planning
• Asset Allocation
• Mutual Funds
• Wealth Management
• Personal Financial Planning
• Asset Management