Planning For Life
At Dunnigan Financial Group, we are a Fort Collins financial planning and wealth management firm rooted in the belief that true wealth means having the freedom to live life on your terms - doing what you want, when you want, with the people you want to do it with.
Our financial planning process seeks to take into account all matters that touch money in your life. We account for investment planning, tax planning strategies, retirement planning, and estate strategy considerations into one clear roadmap with your life at the center.
Our goal is simple: To relieve the financial stress you may feel and to use our position as fiduciaries in advisory relationships, to improve your life.
What's Included In My Financial Plan?
Your financial plan is designed for your life. It's purpose could be to address any number of questions you may have including:
- Will I have enough money in retirement?
- Am I paying to much in taxes?
- Is my estate plan in place the way I want it to be?
- How can I save to put my children through college?
- Can I donate to my favorite charity? How does that work?
These questions and many more make up our financial planning and fee-based investment planning approach. We take every care to make sure you know what you need to do and when you need to do it. We focus on a wide variety of subjects regarding your personal finances but some of them may include:
- Retirement Income Analysis
- Tax Planning Strategies
- Estate Plan Strategy Review
- Insurance Planning (Life and Long-Term Care)
- Investment Planning Analysis
- Budget Analysis
- Business Succession Planning
- Alternative Income Strategies
- Debt Analysis
- Cash Flow Analysis