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Matt Donaghue, CFP®, CLU®, CLTC®, RICP®, NSSA®, AIFA®, PPC®

Matt Donaghue, CFP®, CLU®, CLTC®, RICP®, NSSA®, AIFA®, PPC®

Managing Member | Financial Planner

I'm driven by a passion for guiding individuals towards their financial goals, this is rooted in my modest upbringing and a commitment to relieving others from money-related worries. What sets me apart is my unwavering curiosity, driving me to continuously expand my knowledge and qualifications for the benefit of my clients.

With a career dating back to 2000 in financial services, I've worked directly with the public, trained financial advisors, and spent four years on Wall Street, granting me comprehensive experience that uniquely positions me to assist clients. My specialties include comprehensive financial planning, focusing on tax-efficient retirement planning, health, and long-term care planning, as well as estate planning. I hold several certifications, including CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU®) Certified in Long-Term Care (CLTC®), Retirement Income Certified Professional (RICP®), National Social Security Advisor (NSSA®), Accredited Investment Fiduciary Analyst (AIFA®), and Professional Plan Consultant (PPC®).

Working with me entails finding tailored solutions to your financial planning challenges, with frequent communication and educational opportunities to keep you informed and empowered.

If you're seeking a well-rounded financial professional with extensive knowledge and emotional intelligence, I'm your ideal choice. On a personal note, I come from a small town in Minnesota, served in the Army, and am a proud parent and husband with a deep love for history and music (especially METAL!!). Feel free to strike up a conversation on either topic—I'm always up for an engaging discussion!


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