18 Liberty Square Mall
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.
However, the principles that allow us to make important life decisions—and then take action toward their attainment—rarely change. Any improvement in my ability to assist clients will therefore pertain not to a reformulating of the basic framework which applies to each of us, but to the way in which I am able to communicate such principles, to connect them to the issues at hand, and to encourage and support a course of action that is aligned with the values and goals that motivated the process from the beginning.
It is with this perspective that I commit myself, and my company.
- Matthew Clement, CFP®, AIF®
Owner, President, Lead Planner/Advisor
Client Service Specialist & Executive Assistant to the President
Lisa joined our team in 2014 as Matthew’s primary support person. Her importance to our company has increased every year since. Today her responsibilities include speaking with clients by phone, scheduling appointments, opening...
Client Service Specialist, New Client Engagement
Melissa Harm joined our team in August 2020 as a Client Service Specialist. She came to us with a strong background in marketing, a client-focused mindset, and an energy you are likely to find contagious. Melissa works primarily in...
Kate Jacobs joined our team in August 2022 as a Virtual Paraplanner. Kate is a recent career-changer forging a new path in financial planning. With 7-years of previous experience in higher education fundraising, Kate has spent the last...
Tara Donnelly joined our team in April 2022 as an Administrative Assistant. She came to us with more than twenty-five years of extensive office administrative experience.If you have been lucky enough to visit our office, she’s...
Insurance and Medicare Services Coordinator
(845) 942-8578 Ex.3
Michele is the Executive Assistant to Mark, our insurance specialist. She works with Mark to prepare for presentations, workshops and exhibitions. In addition, she also manages scheduling for the business calendar, accounting,...
Director of Medicare & Risk Management, not a registered representative with Cetera Advisors
Mark is our resident Insurance and Medicare specialist. He is a trusted independent and dedicated provider of comprehensive and competitive Medicare solutions. Mark has extensive experience working with individuals, CPA’s, tax...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.