David Grant (CFP®)

David Grant focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Financial Psychology/Coaching
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

I am a financial planner and have been providing fee-only financial advice to clients since 2007. Having worked in fee-only firms of various sizes before starting my own firm in 2013, I have advised clients ranging from young professionals, oil executives to happily retired, blue-collar families. In 2013, I launched my own financial planning practice called Finance for Teachers, Inc. with the purpose of serving K-12 educators in Illinois. Finance for Teachers is now a leading resource for assisting teachers with their personal finances, with its website being visited by over 60,000 people each year. Wanting to open up my services to those not involved in the world of education and more towards those focused on having meaningful conversations surrounding retirement, I re-branded my firm into Retirement Matters, Inc. in 2016.

I am an advocate for providing financial advice using a fee-only model. I believe that everybody who needs financial advice should be able to receive it, not doubt the quality of advice they receive or be in doubt regarding the amount they are paying.

I am an internationally known planner specializing in how younger financial planners can excel in their career. I write a column for Financial Planning magazine, speak at conferences, consult with financial planning technology companies, and have earned various awards for this work.

I live in Cary, IL, am married to a middle school Math teacher (Highland Middle School, Libertyville) and I am a father of two boys. As a dual-citizen of the USA and UK, I am a chocolate connoisseur and think more milk in chocolate makes it taste better. I was devastated when Kraft bought Cadbury.

 

NAPFA Start Date

March 02, 2010

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This Office

18-5 E Dundee Rd Ste 200 Barrington, IL 60010-5286 Phone: (224) 357-8625