LIFE CENTERED FINANCIAL PLANNING, WE CALL IT PLANNING FOR LIFE
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At Dunnigan Financial Group, you are a part of our family. We are a family owned and operated financial services firm that seeks to build and strengthen our relationship with you to better help address your financial and personal goals. We value your trust and work in your best interests with everything we do.
We are committed to creating our relationship with you and catering that partnership to pursue your financial goals
We offer a wide range of financial planning services all geared towards helping you pursue your goals. We take your whole financial picture and develop a plan most suitable to your needs
Trust is your key to success. Our process naturally creates that trust that lasts a lifetime and is the cornerstone of how we best serve you.
The Dinner Party tells the story of Dan Simpson, head of his own architectural firm, married to his childhood sweetheart, living in a beautiful home. Dan has it all. Yet every night he wakes up gasping with a fish hook through his heart. What happens to his firm if he dies? What if his wife, Annie's cancer returns? How will they ever be able to retire? And when Dan retires, what will he do?
New-found friends experience how planning can help confront their deepest fears and brightest hopes. The Dinner Party goes beyond discussions of finances to the heart of living, enabling them to face the future with confidence and strive to become better versions of themselves.
Our goal is your success. Below are some resources to help you have a successful financial future.
A collection of handpicked articles.
Calculate elaborate financial decisions with total calculation.
Even more videos to enjoy.
Managing your money involves more than simply making and following a budget.
"The Greatest Gift You Can give your family is a well thought out and executed financial plan"
- Shawn Dunnigan, MBA, CFP®
"It’s the start that stops most people, take that first step"
“Among all things, it is our relationships that prove to be our greatest assets”
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.