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A Process Designed For You

At Dunnigan Financial Group, we are a Financial Planning firm first and foremost. We offer a custom and in-depth approach to creating a plan that is based not only on your financial needs, but on your values and character.

It is from our Financial Planning process that we gain an understanding of the best ways 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 tiers of Financial Plans, each one designed specifically to your unique financial situation. 

"One of the greatest gifts you can give your family, is a well thought out and executed Financial Plan" ~Shawn Dunnigan, MBA, CFP®

Tier 1 –
Basic Retirement 

With this plan, we cover the basics of your retirement options including:

  • Retirement Income Analysis
  • Current Budget Analysis
  • Simple tax advice 

Tier 2 –
Standard Financial Plan

This is our “bread and butter” financial plan. In this plan we seek to provide the best value to you and your family by providing: 

  • Retirement Income Analysis
  • Current Budget Analysis 
  • Advanced Tax Advice
  • Long-term & Short-term Goals Analysis
  • Estate Plan Review
  • Insurance Review
  • Investment Management Review
  • Financial Future Roadmap
  • Customizable Retirement Roadmap Report

Tier 3 –
Advanced Financial Plan

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 including:

  • All Aspects From Tier 2 Plan
  • Business Succession Planning
  • Trusts and Advanced Esate Planning
  • In Depth Tax Analysis 

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