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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-30-2013
- Office Locations
- 1
Office Locations
About Retirement Matters, Inc.
Retirement Matters, Inc. is an Illinois RIA led by CFP David Grant, focused on helping successful executives and Illinois teachers transition into retirement. The firm provides retirement planning and income design, investment management (often ETF-based), ongoing tax planning and annual tax return filing, and estate/legacy planning with coordinated professional support. Specializes in executive transitions involving stock options and deferred compensation.
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
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Services
Owner & Executives
DAVID IAN GRANT
Certified Financial Planner, President
- CRD
- #5862846
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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