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777 N Lake Zurich Rd #125D, Barrington, Illinois, 60010
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About Retirement Matters

Established September 2026

Fee-Only financial planning and investment management services, specifically for individuals in the Chicago suburbs nearing retirement. Retirement income and tax review/preparation services available for Wealth Management clients. We serve a limited number of families to ensure a high quality of service.


Business Hours: By Appointment Only

Contact Name: Dave Grant, CFP®


Contact Info:

Retirement Matters

Address: 777 N Lake Zurich Rd #125D, Barrington, IL 60010, USA

Phone: +1 (847) 558-6991

Mail: dave@retirementmatters.co

Website: https://retirementmatters.co/


Find Online:

LinkedIn: https://www.linkedin.com/in/davegrant82/

Facebook: https://www.facebook.com/retirementmattersillinois

YouTube: https://www.youtube.com/channel/UCr0hHtF50iK_BZjXHdfB5MA


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