Matthews McDonough Financial

Our Mission

At Matthews McDonough Financial Planning Inc., we are committed to helping individuals and families establish a financial legacy that they can be proud of, both during and after their lifetime. With over 100 years of combined experience, our team of professionals provides expert guidance and support to help you achieve your financial goals. Whether you're a busy professional, a entrepreneur, or a family looking to safeguard your financial future, we are dedicated to delivering exceptional service and expertise to help you achieve your unique financial objectives.

Our Services

We offer a range of services designed to help you manage your financial assets and create a financial legacy that reflects your values and goals. Our core services include:

• Portfolio design and management: We work closely with you to design a customized investment portfolio that aligns with your risk tolerance, investment goals, and financial objectives.
• Wealth transfer: We help you plan for the distribution of your wealth, ensuring that your assets are protected and your loved ones are provided for.
• Estate planning: We create comprehensive estate plans that take into account your unique circumstances, including wills, powers of attorney, and trusts.

Our Team

Our team of professionals is dedicated to providing exceptional service and expertise to help you achieve your financial goals. Meet our team:

Justin McDonough

Justin has over 25 years of experience in the financial planning industry, having earned his Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Elder Planning Counsellor (EPC) designations. As a founding partner of Matthews McDonough Financial Planning Inc., Justin is committed to providing exceptional service and expertise to his clients. Outside of work, Justin is actively involved in various charitable and community organizations, including the Chair of the Board of Events East.

John Tompkins

John has over 30 years of experience in the financial planning industry, having earned his Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Elder Planning Counsellor (EPC), and Registered Trust and Estate Practitioner (TEP) designations. As a partner of Matthews McDonough Financial Planning Inc., John brings his expertise and experience to help clients achieve their financial goals. Outside of work, John has volunteered as a board member of the MS Society and coach of minor league basketball and soccer teams.

Chris

Chris has over 20 years of experience in the financial planning industry, having earned his Chartered Financial Consultant (ChFC) designation. As a member of the Matthews McDonough Financial Planning Inc. team, Chris is dedicated to providing exceptional service and expertise to his clients. Outside of work, Chris is actively involved in the community, coaching his son's sports teams and volunteering with various local charities.

Tools and Calculators

We understand that managing your finances can be a complex and daunting task. That's why we provide a range of tools and calculators to help you better understand your financial situation and make informed decisions. From calculating your net worth and monthly cash flow to determining how much you can afford for a home, our tools and calculators are designed to help you achieve your financial objectives.

Our Promise

At Matthews McDonough Financial Planning Inc., we are committed to providing exceptional service and expertise to help you achieve your financial goals. We promise to:

• Treat you with respect and professionalism
• Listen to your unique circumstances and goals
• Provide transparent and unbiased advice
• Work tirelessly to help you achieve your financial objectives
• Be responsive to your needs and concerns

Conclusion

At Matthews McDonough Financial Planning Inc., we are dedicated to helping individuals and families establish a financial legacy that they can be proud of, both during and after their lifetime. With our team of experienced professionals, customized services, and commitment to exceptional service and expertise, we are confident that we can help you achieve your financial goals. Contact us today to learn more about how we can help you create a financial legacy that reflects your values and goals.