David Grant

Barrington, IL

Verified Identity

Retirement Matters, Inc.

Years of Experience

17 years

Member Since

2022

Allow Me to Introduce Myself

Imagine working with a financial advisor who truly understands you. One who focuses not just on the numbers, but on your unique story and dreams for the future. Welcome to Retirement Matters, where I create a comfortable and supportive environment for you to plan your next steps toward a fulfilling ...

Clientele

Retirees

Ultra High Net Worth Individuals

Corporate Executives

High Net Worth Individuals

Wealthy Families

Businesswomen

Services Provided

Tax Planning

Estate Planning Strategies

Financial Planning

Retirement Planning

Specialties and Expertise

Cash Flow Analysis

Tax Preparation

College Planning

Philanthropic Planning and Giving

High Net Worth Planning

Ultra High Net Worth Planning

Tax Minimization Inv...

Retirement Income

Portfolio Construction

Endowments & Charities

Credentials and Designations

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

Flat FeeAUM

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

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