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The Dunnigan Difference 

Our mission is simple: to create partnerships built on trust and honesty in order to best serve your financial and personal goals.

With over 30 years of financial experience, our family-owned firm understands that each individual and family has distinct aspirations, and we at Dunnigan Financial Group, are committed to helping you achieve them. Whether you are planning for retirement, saving for your child's education, or seeking guidance on estate planning, tax planning, or insurance planning, we are here to assist you every step of the way.

We firmly believe that the greatest value we can provide for our clients is a rich relationship built on trust. By choosing our team, you gain more than just a financial advisor; you gain a trusted partner in your life.

Relationships, Our Greatest Asset

It is our belief, that among all else it is our relationships that become our greatest assets in life. 

We seek to embody this philosophy by forging a strong partnership with you and your family based on trust, empathy, and respect. 

Our focus is to create a bond that goes beyond the numbers, it is to create a financial plan based on trust with your life at the center. 

A Look Into Our Process

Our comprehensive process is designed to ensure that we truly understand your needs, goals, and aspirations. We take a thorough approach to understanding your personal and financial story to create a plan that is designed specifically for you.

Meet & Greet

Our first initial meeting intended to see what value we can provide you.

15-30 Minutes

Discovery Meeting

An in-depth discussion about your life and philosophy surrounding money. This is where we learn your story

60-90 Minutes

Great Gathering of Papers

We will ask to see everything that touches money in your life. This is where you gather all your financial documents for us to review and learn about your numbers.

1-2 Weeks

Financial Planning Meeting

Once we have your numbers, we combine them with your story, and create a financial plan that is focused on you and with your life at the center

60 Minutes

Contact Us To Get Started!

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