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Retirement Planning

What does retirement look like to you? Let's create a plan together.

Rethinking Wealth

Let's work together to create your ideal financial strategy.

Financial Planning That Fits Your Life

We'll work with you at every stage.

Working with a Financial Professional

Working with a financial professional can be one of the most important decisions you make. Check out this helpful guide to learn exactly why this may be your next best move.

Our Team

Matthew S. Clement,
CFP^®, AIF^®

Owner, President, Lead Planner/Advisor

(845) 942-8578

matthew@emeraldretirement.com

Kate McCloskey

Financial Planner

(845) 942-8578

kate@emeraldretirement.com

Lisa Scolaro

Client Service Specialist & Executive Assistant to the President

(845) 942-8578

lisa@emeraldretirement.com

Melissa Harm

Client Service Specialist, New Client Engagement

(845) 942-8578

melissa@emeraldretirement.com

Tara Donnelly

Administrative Assistant

(845) 942-8578

tara@emeraldretirement.com

Madison Lamberson

Client Service Associate

(845) 942-8578

madison@emeraldretirement.com

Robin Ward

Client Service Associate

(845) 942-8578

robin@emeraldretirement.com

Lauren Muñoz 

Client Service Associate

(845) 942-8578

lauren@emeraldretirement.com

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