While many families successfully save money and set goals, we've found it's simply not enough to establish your long-term goals. You'll also need a lifestyle plan, a legacy plan, and an income plan that matches those goals-and then someone to help you keep it all together. At Emerald Retirement Planning, that's what we do and what we offer-systematic yet customized planning along with empathetic and objective counsel.
We start with the end in mind. Our process is fundamentals-based and goals-driven and results in your specific written plan. Regardless of what stage of life you are in, we'll determine your desired lifestyle, starting right now and looking forward. This will be the foundation for your plan. We'll review and discuss the nature of transitioning through each stage of life.
We start with the end in mind. Our process is fundamentals-based and goals-driven and results in your specific written plan. Regardless of what stage of life you are in, we'll determine your desired lifestyle, starting right now and looking forward. This will be the foundation for your plan. We'll review and discuss the nature of transitioning through each stage of life.
Services
Create life enhancing financial independence for our clients through improved perspective, improved behavior, and improved results. To cause a positive and permanent impact for our clients through continuous improvement of our process, methods, and actions. A well-intentioned American couple retiring with the means to fund the first decade of their retirement may often not be able to adequately fund their second decade and beyond.
I entered this profession in 2003 so that I could help individuals and families work to attain-and then maintain-their target lifestyle. The challenges to assisting my clients in this task are plentiful, most notably because everyone has a different set of circumstances, values, and goals, each of which may themselves be changing over time.
Matthew Clement is President and Lead Financial Planner at Emerald Retirement Planning Group, Inc. He works with individuals, families and small business owners throughout the United States. Matthew's commitment to this profession is driven by his desire to make a meaningful difference in the lives of his clients.
Matthew Clement is Dave Ramsey's SmartVestor Pro for Retirement Planning, Investment Advising, and College Savings. He works with individuals and families throughout the Hudson Valley, the Metro New York area, and beyond. Many of his clients are Dave Ramsey enthusiasts just like him. This means he helps his clients focus on the only thing within their control - their own behavior!
From Northern Westchester and Putnam:From Northern Westchester and Putnam: Take Route 6 West over the Bear Mountain Bridge. At the circle, take third exit to Route 9W South (Rt 202W). Go 8.9 miles. Just past Washburns Lane, turn right into Liberty Square Mall. We are on the right side of the complex.
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