# Retirement Matters Inc.

Retirement Matters Inc. is an other based in Barrington, United States.

## Overview

- **Organization type:** other
- **Headquarters:** Barrington, United States
- **Assets under management:** Undisclosed
- **Website:** retirementmatters.co
- **LinkedIn:** https://www.linkedin.com/company/davegrant82

## Regulatory record

- **CRD number:** 167152
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167152

## About

Retirement Matters helps AbbVie executives and upcoming retirees transition into retirement. The firm offers retirement planning, investment management, ongoing tax planning and tax return filing, and guidance on estate planning and legacy gifting. It provides fee-only, fiduciary advice with a focus on executive retirement transitions including stock options, deferred compensation, and retirement income strategies.

## People

- Dave Grant — Founder & Financial Planner, CFP®

## Questions

### Who runs Retirement Matters Inc.?

No named principals, executives, or investment professionals are associated with Retirement Matters Inc. in any public record. The firm does not maintain a public website or LinkedIn profile, and corporate filings in most states do not list individual officers.

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Last updated: 2026-08-11T15:07:57.118Z

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