About My Practice
Focus: Retirement Planning and Investment Advising for Individuals and Families.
Primary Service: We assist our clients in creating and maintaining a written financial plan.
Introduction: If you are retired, or within a few years of retirement, we expect you’ve had (or still have) several advisors; that you’ve done a good job accumulating over the years; and yet for some reason, you have concerns. We want you to know you’re not alone. 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 Group, that’s what we do, and what we offer— systematic yet customized planning along with objective advice and counsel. Please call (888) 68-EMERALD to schedule some time to review our process. The first meeting is complimentary.
Matthew Clement is President of Emerald Retirement Planning Group, Inc., a financial advisory firm. He works with families throughout the United States, primarily in New York and New Jersey.
Matthew is a CERTIFIED FINANCIAL PLANNER™ practitioner in good standing with the CFP Board of Standards, and is an active member of the Financial Planning Association. Matthew is also an Accredited Investment Fiduciary® having earned the AIF® Designation from the Center for Fiduciary Studies in 2013.
He is proud to serve as one of Dave Ramsey's Financial Planning and Investing ELP's for the NY Counties of Rockland, Orange, Westchester, along with parts of Putnam, Sullivan and Dutchess. He has been working with The Dave Ramsey Show since 2010.
He has over ten years of experience in the areas of financial planning and retirement planning. His work in these areas, and his focus on the behavioral aspects of long-term planning, has led to the creation of three retirement income and cash management programs.
Matthew has been a keynote speaker and guest lecturer, and has hosted a 13-week WRCR radio program on the fundamentals of retirement planning. He holds degrees in business and financial planning from Fordham University and was named in 2006 as one of Rockland County’s “Forty Under 40” community leaders.
Personal Background: Matthew is a husband and a Christian. He is a proud American and supports liberty and capitalism. He reads extensively in the areas of economic history, philosophy, business, and human development. He grew up in Stony Point, NY and currently lives in Tomkins Cove, NY with his wife Gail.
Professional Licenses and Registrations: FINRA Series 7, 63, 65, 24, Life and Health, Registered Principal, Investment Adviser Representative, and Registered Representative.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: NY, NJ, Health/disability insurance: NY, NJ, Property/casualty: NY, NJ, Fixed annuities: NY, NJ, Variable annuities: NY, NJ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Investment Fiduciary® (AIF®)
Cantella & Co., Inc.
Matthew Clement is securities licensed in the following states: NJ, NY, CA, DE, FL, MA, MO, NC, RI, WV.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.