Dave Grant, CFP® Retirement Matters, Inc.
Dave pledges to sign a fiduciary agreement with clients.
Being married to a teacher, I have first-hand knowledge of the misconceptions that occur surrounding the finances of a teacher. It’s not that easy! From running a practice dedicated to educators (Finance for Teachers), I’ve now re-branded my fee-only financial planning practice to work with those who want to navigate and pursue a successful retirement, but with 75% of my client base still being educators. If you’re an educator on the door-step of retirement, why not join others who have used my services?
- Annual retainer
- Flat fee for financial plan
- AUM Fee
- 9 years of financial experience
- 9 years of financial planning or investment management for individuals
- Firm has been in business for 5 years