The 403(b)wise Fiduciary Advisor Directory

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Education
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Dave Grant, CFP® Retirement Matters, Inc.

Dave pledges to sign a fiduciary agreement with clients.

Photo of Dave Grant

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?

Compensation

  • Annual retainer
  • Flat fee for financial plan
  • AUM Fee

Background

  • 9 years of financial experience
  • 9 years of financial planning or investment management for individuals
  • Firm has been in business for 5 years

Contact Information

18-5 East Dundee Road
#200
Barrington, IL 60010
847-558-6991
retirementmattersillinois.com

Qualifications

Certifications

CFP #143634
CRD #167152

Memberships

  • NAPFA
  • XYPN

Education

BS in Psychology, University of the West of England

ADV

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