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The Greatest Gift

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The Dunnigan Difference

What makes us different? At the Dunnigan Financial Group, you are not a number on a screen, you are a part of our family. We know the challenges life brings  and the value of what having a partner to face those challenges can be. We seek to guide you through life's toughest and brightest moments. We seek to make a difference in your life. 

As a family owned and operated financial planning firm, Dunnigan Financial Group takes great pride in developing strong, long-lasting relationships built on trust and empathy. We look forward to forging our new partnership and welcome the opportunity to grow our family!


Meet Your Team

Meet Your Team

A firm built upon trust and loyalty, Dunnigan Financial Group is proud to stand as a unique family-owned financial planning firm. Our team is dedicated to providing outstanding service and showing you the respect and care you deserve. 

Meet Your Team
our services

our services

Does the future seem uncertain? Is the thought of retirement now becoming a reality? 


We know these questions and many like them can keep us up at night, Dunnigan Financial Group is proud to offer a wide variety of services to solve these problems, from Financial Planning to insurance services, we have the tools at our disposal to help you. 

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Working With You

Working With You

As Lincoln Chafee once said, "Trust is built on consistency". 


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

more about our process

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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Learn How to Avoid These 6 Common Tax Errors

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.



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