Helping you live your best life.

My mission is to lead qualified clientele to financial independence through careful and innovative fee-based planning. I act in a fiduciary capacity for all fee-based planning engagements.  

Francis J. Clement can assist with managing wealth through an investment advisory relationship. Francis specializes in designing customized solutions for high net worth and high income professionals. He also assists with creating or protecting wealth through high quality insurance solutions. A sound plan that addresses your goals under various circumstances can prepare you for the uncertainties of life. The personal touch and attention to detail that Francis J. Clement brings to his practice can add the value you have been looking for to face your long-term goals with confidence.

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.

Get a financial plan that prioritizes your priorities.

I’ll take the time to listen to what’s important to you and understand your needs. Then drawing upon a broader perspective and financial expertise, I’ll tailor your financial plan to fit your priorities and goals. From planning to implementation, my recommendations always follow a fiduciary standard, so I’ll act in your best interests, not mine. I’ll be transparent about what my planning services will, and will not include, so you’ll know exactly what you’re getting upfront. And when it comes to the cost of our services, I’ll let you know upfront about that, too.

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Here's how I’ll build your personalized plan:

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. And as your priorities change throughout your life, I'll shift the financial strategies in your plan, too. So your plan always stays flexible, and you stay on track to consistently meet goal after goal.