Retirement Matters, Inc.
You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.
Retirement Matters, Inc. · Barrington, Illinois
Is this you, Dave?
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About
The journey to retirement isn't always smooth.
Even successful executives face challenges:
- Hidden tax burdens eating away at wealth - Investment strategies misaligned with retirement goals - Complex decisions about stock options - Uncertainty about maintaining lifestyle - Missed opportunities for wealth preservation
You need a trusted partner who understands these challenges and can help you overcome them.
Who they serve
- High earners
- Ultra high net worth
- Executives
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Stock Option Planning
- Risk Management
- Real Estate Advisory
- Portfolio Management
- Pension Planning
- Life Transition Planning
- Insurance/Risk Management
- Individual Tax Services
Structured record
| Name | Retirement Matters, Inc. |
|---|---|
| Firm | Retirement Matters, Inc. |
| Location | Barrington, Illinois |
| Fee model | Percentage of Assets (AUM) · One-Time Financial Planning Fee |
| AUM | $25M - $100M |
| Founded | 2013 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Investment approach | Passive management |
| Website | Www.retirementmatters.co |
| https://www.linkedin.com/in/davegrant82/ |
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Specialties
- Retirement planning
- Family wealth transfer
- Equity compensation
- Real estate investors
- Pension planning