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Our Process

Planning for Life

Here at Dunnigan Financial Group, we practice what we call "Planning For Life", we seek to find the balance between the life you have now and the future you envision. We call it life-centered financial planning, in other words, financial planning with your life at the center. We aim to take every aspect of your life into consideration as we aim to help you curate your financial goals with confidence.

We know that no story is the same. Each situation is unique, and every step you go through in your life is a part of your story.  We know that sometimes life leads us in different directions, and here at Dunnigan financial we strive to help you write that story in the best way possible.

At Dunnigan Financial, we offer a wide array of services. All working towards the once common goal of giving you your well deserved financial freedom. 

Financial Planning

We want to help you plan for your overall financial goals, incorporating all aspects of your life. Our financial planning services may incorporate collaboration with your accountant, attorney, or others, and will take into consideration your comprehensive financial plan, up to and through retirement.

Investment Advisory Services

With an advisory relationship with Dunnigan Financial Group, you pay an annual fee for the services and investment advice you receive, rather than paying per transaction in your account. In an advisory relationship, you and your financial advisor are on the same side of the table, working toward a common goal.

Retirement Planning

We all have our dreams – of career or family now and a comfortable retirement later. But realizing those retirement dreams takes foresight, planning and a serious investment in the future. At Dunnigan Financial Group, we help you create, establish and strive to meet your individual retirement goals, so you can live with confidence today for a more independent retirement later.

Estate Planning

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family’s financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. An estate plan is a critical part of your overall financial plan.

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