David Grant

CFP®

Retirement Matters

Financial Advisor

I can work with clients anywhere!

David Grant

CFP®

Retirement Matters

Financial Advisor

My goal is to provide comprehensive retirement guidance - on a one-time or ongoing basis - to those that want to retire joyfully and with purpose. - David Grant, CFP®

Fee-Only Financial Planner helping IL and AZ residents transition into retirement.

David Grant is a fee-only financial planner in Barrington, IL and Mesa, AZ. Retirement Matters provides comprehensive financial planning and investment management, as well as one-time financial plans to help retirees. His clients are covered by Illinois-TRS, AbbVie employees, or retirees spending time between Illinois and Arizona. He helps them 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.

David Grant, CFP® is a fee-only financial advisor at Retirement Matters located in Mesa, AZ and Barrington, IL.


When I initially work with clients, my aim is to say as little as possible. I want you to share your story, and I will probe with questions as needed. I want you to feel that you have a safe space to share the experiences you've had in life and with money, whether they are good or bad. I want to give you the freedom to explore what life will look like, knowing that I will be able to do the relevant analysis to tell you if it will be possible. 

But most of all, I want to work with clients who trust our relationship and understand that they shape what it looks like, not the other way around.

Now here's the technical stuff......

My name is Dave Grant. I am a Certified Financial Planner (CFP) professional, a NAPFA Registered Financial Advisor and have been providing fee-only, fiduciary financial advice to clients since 2007. To better serve retiring and retired clients, I have taken advanced classes in retirement income planning. 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. My specialities include working with Illinois teachers and executives facing retirement needing to turn their multiple assets into a stream of retirement income.

I am an advocate for providing financial advice using a fee-only model, which means I only get paid by my clients - not through product commissions or other means. 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, consult with financial planning technology companies, and have earned various awards for this work.

I live in Cary, IL and have offices in Barrington, IL and Mesa, AZ. I am married to a middle school Math teacher (Highland Middle School, Libertyville) and am a father to two boys. I'm a proud member of the Board of Directors for YMCA Camp Duncan in Fox Lake, IL and love serving as a mentor through Kids Hope USA. 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 a 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.

Retirement, Simplified

We design and manage customized financial plans for Illinois teachers, AbbVie employees and Illinois-Arizona snowbirds.  Retirement income and tax review/preparation services available for Wealth Management clients. We serve a limited number of families to ensure a high quality of service.

Retirement Matters best serves clients who want to devote time to understanding how best to prepare for retirement, both emotionally and financially. This is typically an individual five years (or less) from retirement, have a household income of over $200,000, and be consistently saving to increase their net worth.

Retiree clients have over $1,000,000 in investable assets that is managed by Retirement Matters. A typical client will be excited about planning their next steps, looking forward to receiving financial guidance and implementing suggestions, and have saved diligently throughout their career.

We might be a good fit to work together if:

  • You understand that you need assistance managing your finances and need the guidance of a professional.
  • You want to transfer the burden of managing your finances to someone else so you can enjoy more time pursuing the things you enjoy.
  • You are prepared to devote the time needed to having an impactful conversation about your financial life

Our typical client is over the age of 55.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning
  • Life Planning

Ideal Clients

  • Within 1-2 years of retirement, or already retired
  • Sudden Money Situations
  • Illinois Educators
  • Il-AZ Snowbirds
  • Pension and Investment Withdrawal Help Needed

Working Together

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

Professional Designations & Affiliations

  • 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.

Contact David Grant

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Office Locations:

  • 777 N. Lake Zurich Rd
    Suite 125D
    Barrington, IL 60010
  • 3707 E. Southern Ave
    Suite 100
    Mesa, AZ 85206

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