Retirement Matters Inc - Barrington, Illinois

Natalie H.

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 how to appropriately allocate our finances, he also helped refer us to take care of life insurance as well as an estate plan/living will, something that wasn’t even on our radar.

Dave’s services are worth the investment. We look forward to working with him again in the future when we are even closer to retirement.

Lisa W.

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, not only on purely financial issues but things like insurance, creating a trust, etc. It was such a relief when we saw the final plan and realized that our goals were very achievable. We followed through on his recommendations over the years and his plan was spot-on. My husband and I just retired with EXACTLY what Dave had projected in the plan. We recently had him redo our plan and have now signed on to have him manage our finances and investments on an ongoing basis. Two other things that I want to point out about Dave are that as a certified financial planner, he is ONLY looking out for our interests - he is not getting commissions, etc. from the investments he recommends. The other thing I wanted to mention is that he is also a great guy - extremely personable, always available and willing to answer questions (no matter how stupid they may be!) and does a great job of explaining things in a way that a non-financial savvy person can understand. I highly recommend him and have recommended him to friends and coworkers.

Cara K.

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 (for commission). We tried two other financial planners but none have the caliber of Dave Grant. We highly recommend him and Retirement Matters.

Linda E.

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 it. He will advise us on what he believes we should do but ultimately he tells us it is our decision on what we will do with our finances. The bottom line for us though is, we TRUST Dave and that is why we have been with him for so long and will be in the future. Linda & Brian

Susan B.

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 importantly, I'm comfortable and confident in my retirement plans. Dave keeps me on track and is always available when I have questions. I couldn't be happier and highly recommend him!

Lee B.

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.

Addie S.

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 company to work with.

Susan W.

I found Dave and Retirement Matters during a difficult transition in my life. Dave responded with perception and empathy and charted a path forward that I am truly comfortable with. Having a fiduciary who not only has my best interests in mind, but presents information in a thorough and comprehensive manner. and generously answers my questions is, well, it's priceless.