David Grant

CFP®

Retirement Matters

Financial Advisor

David Grant

CFP®

Retirement Matters

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Grant, CFP®

Fee-Only Financial Planner serving pre-retirees in Illinois.

David Grant is a Barrington, IL fee-only financial planner. Retirement Matters provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Grant is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

I am a financial planner and have been providing fee-only financial advice to clients since 2007. Having worked in fee-only firms of various sizes before starting my own firm in 2013, I have advised clients ranging from young professionals, oil executives to happily retired, blue-collar families. In 2013, I launched my own financial planning practice called Finance for Teachers, Inc. with the purpose of serving K-12 educators in Illinois. Finance for Teachers is now a leading resource for assisting teachers with their personal finances, with its website being visited by over 60,000 people each year. Wanting to open up my services to those not involved in the world of education and more towards those focused on having meaningful conversations surrounding retirement, I re-branded my firm into Retirement Matters, Inc. in 2016.

I am an advocate for providing financial advice using a fee-only model. I believe that everybody who needs financial advice should be able to receive it, not doubt the quality of advice they receive or be in doubt regarding the amount they are paying.

I am an internationally known planner specializing in how younger financial planners can excel in their career. I write a column for Financial Planning magazine, speak at conferences, consult with financial planning technology companies, and have earned various awards for this work.

I live in Cary, IL, am married to a middle school Math teacher (Highland Middle School, Libertyville) and I am a father of two boys. As a dual-citizen of the USA and UK, I am a chocolate connoisseur and think more milk in chocolate makes it taste better. I was devastated when Kraft bought Cadbury.

David Grant is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
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Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    David Grant is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    David Grant is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    David Grant is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • National Association of Personal Financial Advisors (NAPFA)
    David Grant is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact David Grant

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Office Locations:

  • 18-5 E. Dundee Road
    Suite 200
    Barrington, IL 60010

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