At Dunnigan Financial Group, we are a Financial Planning firm first and foremost. We offer our custom and in-depth process to create a plan that is based not only on your financial needs, but on your values and character.
It is from this financial planning process that we can understand the best ways that we can bring value to you and your family. We seek to create a strong bond and partnership that allows us to accurately develop a financial strategy best suitable for you.
We offer three levels of financial plans, ranging from surface level to the most in-depth and detailed. Each plan will provide you value, it is simply a matter of what is most suitable for you.
With this plan, we will take a look at your current financial position and provide a basic outline of steps to pursue goals that you have shared with us.
This is our “bread and butter” financial plan. From this option, we will provide you with an in- depth analysis of your financial situation and look at ways in which you can both improve and pursue your short and long-term goals based on your needs.
We will investigate your retirement plan, estate plan, insurance needs, money management and any other aspect of your finances that you may need assistance with.
We will, in addition, offer a full analytical report that will further illustrate your financial situation and scenarios and develop a roadmap of suggestions for your benefit in pursuing your financial goals.
Having trouble developing a business succession plan? Does your financial story have a lot of moving parts? If so, the advanced financial plan may be appropriate for you.
It is designed to deal with the most complex of financial situations that life can sometimes throw at us. We will do an in-depth analysis and develop solutions and suggestions on how to best chart a course through your financial waters.