Dave Grant, Cfp® Email and Phone Number
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Dave Grant, Cfp® phone numbers
Through my work at Retirement Matters, I help AbbVie executives transition into a well-designed retirement. My ideal clients have diligently saved throughout their career and want to live meaningful lives. I help them do this by confirming what they want life to look like, and bringing financial planning strategies to the table for discussion.The goals involved in living a "meaningful life" are different for everyone, and everyone deserves the undivided attention of a financial professional to help them get there. By being a Fee-Only, fiduciary financial planner, my clients tell me their dreams and concerns and worry about how to pay for them. To this I respond, "Let me worry about that for you." They continue living their life, while I strategize solutions to get them to their ideal life - before and after retirement.Together, my clients and I develop comprehensive plans that address their financial concerns while ensuring their days are emotionally fulfilling - now and in retirement. While I specialize in working with AbbVie executives, I also have a deep knowledge of the Illinois TRS system. With my wife as a Tier 1 TRS-covered teacher in Libertyville, this knowledge is key to our own financial plan.When I'm not working with financial planning clients, I enjoy writing, making my flowers look their best, mowing criss-cross patterns in my yard, and cheering my kids in their seemingly-endless sports seasons. My freelance writing work has been featured in the Wall Street Journal, The New York Times, and the Chicago Tribune. As part of my professional writing, I "retired" in 2020 from a bi-monthly column in Financial Planning magazine read by over 150,000 professionals. I am on the Board of Directors for YMCA Camp Duncan in Fox Lake, IL and Treasurer of the local swim team.
Retirement Matters, Inc.
View- Website:
- retirementmatters.co
- Employees:
- 1
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Retirement Matters, Inc.Barrington, Il, Us -
Founder And Financial PlannerRetirement Matters, Inc. May 2013 - PresentRetirement 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. -
FounderPhoenix Fee Only 2020 - Present -
Former ColumnistFinancial Planning Apr 2012 - Mar 2020New York, Ny, UsIn my New Generation column, I wrote on issues applicable to young financial planners, how they can progress in the financial planning profession and start their own business. After 8 years of writing, it's time to let other voices be heard. -
FounderNapfa Genesis Oct 2010 - Aug 2016NAPFA Genesis is a peer-to-peer networking group designed to encourage professional growth and development among NAPFA members and affiliates who are 33 years old and younger.
Dave Grant, Cfp® Skills
Dave Grant, Cfp® Education Details
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University Of The West Of EnglandPsychology (With Honors)
Frequently Asked Questions about Dave Grant, Cfp®
What company does Dave Grant, Cfp® work for?
Dave Grant, Cfp® works for Retirement Matters, Inc.
What is Dave Grant, Cfp®'s role at the current company?
Dave Grant, Cfp®'s current role is I design the financial side of perfect retirements.
What is Dave Grant, Cfp®'s email address?
Dave Grant, Cfp®'s email address is da****@****ers.com
What is Dave Grant, Cfp®'s direct phone number?
Dave Grant, Cfp®'s direct phone number is +181535*****
What schools did Dave Grant, Cfp® attend?
Dave Grant, Cfp® attended University Of The West Of England.
What are some of Dave Grant, Cfp®'s interests?
Dave Grant, Cfp® has interest in Science And Technology, Education.
What skills is Dave Grant, Cfp® known for?
Dave Grant, Cfp® has skills like Retirement Planning, Strategic Financial Planning, Investments, Asset Allocation, Estate Planning, Financial Planning, Wealth Management, Portfolio Management, Investment Advisory, Mutual Funds, Investment Strategies, Certified Financial Planner.
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