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.
Our Services
At Dunnigan Financial Group, we offer a wide variety of financial strategies including:
- Financial Planning
- Investment Management
- Insurance
- Retirement Planning
- Estate Planning
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!
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.