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®
Investment Advisory Services
- Planning-Based & Goals-Driven Portfolio Management
- Behavioral Investment Counseling
- Consolidation and Coordination of Accounts
- Fiduciary Investment Review & Assessment
Comprehensive Long-Term Financial Planning, including:
Our Proprietary Lifestyle, Legacy & Income Planning Models
- SRM™ Sequence of Returns Mitigation
- Decadization™ Analysis
- LOOVIE™ Income Management System
- Gifting, Estate Planning, and Multi-generational Income Planning
A Focus on Fundamentals
- Permanent Protection of Purchasing Power
- Planning for, and reducing the impact of, taxes and inflation
- Isolating and Reducing Real Risks
- Transition & Health Planning
- The Twelve Fundamentals of Retirement Planning™
Outside Variables Integration
- Medicare Consulting and Plan Selection
- Pension and Social Security Planning
- Insurance & Risk Management
- College Funding for Children & Grandchildren
