Retirement Matters is a financial planning practice based in Barrington, Illinois, led by Dave Grant, a CERTIFIED FINANCIAL PLANNER® professional. The firm helps AbbVie executives and people approaching retirement move from their careers into retirement with greater confidence and a plan for their next chapter. Its work begins with understanding each client’s personal circumstances, goals, family priorities, and comfort with risk, with an emphasis on open communication and long-term relationships.

Retirement Matters offers retirement planning, retirement income design, investment management for portfolios of varying sizes, and ongoing tax planning and reviews. The practice also prepares tax returns and provides guidance on estate planning and legacy gifting. Its services address decisions that can affect executives’ transitions, including stock options, deferred compensation, retirement timing, tax exposure, and wealth preservation. The firm also provides educational material about making the most of AbbVie benefits. Retirement Matters aims to help clients coordinate these financial considerations, protect their lifestyle, and focus on the experiences and priorities they value in retirement.