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A Financial Plan Designed For Your Life

Our family-owned and operated Financial Planning Firm is focused on providing our clients with trustworthy, high-quality service and advice through comprehensive Financial Planning and skilled Investment Management. We are proud to offer a distinct and catered approach to some of life's biggest financial challenges. Whether retirement is on the horizon, your estate plan needs some attention or you simply need someone to talk to, we are here to help.



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Working With You

Working With You


At Dunnigan Financial Group, we work with you through our catered Financial Planning process to naturally create confidence that lasts a lifetime and is the cornerstone of how we best serve you.

Learn more about us here
Our Services

Our Services

At Dunnigan Financial Group, we offer a wide variety of financial strategies including:

  • Financial Planning
  • Investment Management
  • Insurance
  • Retirement Planning
  • Estate Planning 
more about our services
Video Library

Video Library

We know that communication is the key to any successful relationship, and we understand the value of honesty and integrity. 


We are happy to provide a number of short videos that are geared towards providing you with a well-rounded understanding of who we are and what it is that we do!

Watch Our Videos Here

Our Goal Is For You To Succeed 

Having the knowledge that you and your family are financially secure brings more security and comfort than words can define. That is why we believe that one of the greatest gifts you can give your family is a well thought out and executed financial plan


We feel so strongly about life-centered financial planning, we wrote a book about it

<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><b>The Dinner Party<br/></b></span><span style="font-size: 18px;" data-mce-style="font-size: 18px;"><strong>Food, Friends and Financial Planning<br/></strong></span><strong>by Shawn W. Dunnigan, MBA, CFP&#174;</strong>

The Dinner Party
Food, Friends and Financial Planning
by Shawn W. Dunnigan, MBA, CFP®

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.


RESOURCES 

Our goal is your success. Below are some resources to help you have a successful financial future.

ARTICLES

A collection of handpicked articles.

CALCULATORS

Calculate elaborate financial decisions with total calculation.

VIDEOS

Even more videos to enjoy.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

Contact Us Today For A Free Consultation

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