Client Spotlight: Dave Grant of Retirement Matters

Mike Graner

Say hello to Dave Grant, a father of 2 boys, a member of the Board of Directors for YMCA Camp Duncan, and a mentor through Kids Hope USA. This suburban Illinois resident is a Certified Financial Planner (CFP) at Retirement Matters Illinois! As a Smith.ai client, we’ve been helping Dave with inbound call handling for a few years now, freeing up his time from answering the phone to focus more on growing his business. Smith.ai gives Dave the peace of mind 24/7 that he won’t miss a call nor deal with spam callers because Smith.ai takes care of it all for him.  

Meet Dave

About Retirement Matters

Retirement Matters provides comprehensive and customized financial plans, with specialized ongoing support, for retiring and retired clients. Their initial focus with clients is to help them understand what they want to achieve in life, what goals to set, and how important those goals are in comparison to each other. If you are in Illinois and are interested in planning for your financial future, be sure to check out Retirement Matters to read more about the company, the services they offer, and to schedule a meeting. 

Follow Retirement Matters:

Facebook: Retirement Matters Illinois

About Dave Grant

Now let’s get to know Dave a little better. 

First and foremost, Dave’s first trip to Disney World was as a 39-year-old and it ended up being the best vacation of his life — and he can’t wait to go back. That should tell you everything you need to know about Dave. But why stop there?

Of course Dave is a planner and you can find him on Mondays and Wednesdays playing pickleball and video games. With the rest of his freetime, Dave is an avid reader with a love for anything by James Patterson, but he also is a great writer. He has been featured in the Wall Street Journal, Chicago Tribune, and Reuters, just to name a few. It helps that he was named one of the top 100 advisors in the country by Investopedia in 2020 so he knows what he is talking about.

It goes without saying that Dave’s clients are the lifeblood of his business and his goal is to hear their stories, help them discover their dreams, and make those dreams a reality with the appropriate financial strategies. His best piece of advice is seek to understand the joy you can find by empowering the life of a client — it’s better than the paycheck. And this advice helped him get to where he is today!

Follow Dave:

Twitter: @davegrant82

LinkedIn: Dave Grant

Dave Grant of Retirement Matters, Inc.

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Mike Graner

Mike Graner is the Marketing Manager at Smith.ai. He focuses on engaging content, company updates, and in-person events.

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