Matt Donaghue, CFP®, CLU®, CLTC®
Matt specializes in extended-care planning, helping individuals and families prepare for the financial and emotional impact of long-term care needs. With advanced credentials in insurance and long-term care planning, he builds strategies that protect assets, preserve dignity, and support independence. Matt’s approach combines technical expertise with a deep understanding of the real-life challenges aging families face. He’s a U.S. Army veteran, a father of two, and credits his wife Crystal as the cornerstone of his personal and professional growth. When he’s not helping clients, you’ll find him outdoors, immersed in Stoic philosophy or blasting heavy metal.
We are proud to provide training to the following organizations:
