DG
David Grant
Barrington, IL
Verified Identity
Retirement Matters, Inc.
Years of Experience
17 years
Member Since
2022
Allow Me to Introduce Myself
Imagine working with a financial advisor who truly understands you. One who focuses not just on the numbers, but on your unique story and dreams for the future. Welcome to Retirement Matters, where I create a comfortable and supportive environment for you to plan your next steps toward a fulfilling ...
Clientele
Retirees
Ultra High Net Worth Individuals
Corporate Executives
High Net Worth Individuals
Wealthy Families
Businesswomen
Services Provided
Tax Planning
Estate Planning Strategies
Financial Planning
Retirement Planning
Specialties and Expertise
Cash Flow Analysis
Tax Preparation
College Planning
Philanthropic Planning and Giving
High Net Worth Planning
Ultra High Net Worth Planning
Tax Minimization Inv...
Retirement Income
Portfolio Construction
Endowments & Charities
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Flat FeeAUM
Advisor Links
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: July 31, 2026