Dunnigan Financial

Insurance Planning in Fort Collins

Black parents making symbolic roof of hands above their children

01.

Personalized Insurance Planning

It is best to plan for the unexpected, and one of the best ways to do this is by including insurance as part of your financial plan. From life insurance to long-term care insurance, we will assess if having some form of coverage in place may be suitable for you.

No two situations are exactly the same, which is why it is important to understand the different aspects of insurance products and to help find a policy that is right for you and your family.

02.

What is Insurance Planning?

Insurance planning is a crucial component of a well-rounded financial strategy. It involves assessing risks and choosing the right insurance products to mitigate those risks. Term, whole life, universal, and long-term care insurance protects your family from unforeseen events like death or medical emergencies. At Dunnigan Financial, we’ve been helping Northern Colorado residents make well-informed financial decisions for over 30 years, so we are well equipped to advise you on your insurance coverage needs.

What Type of Insurance is Best For You?

Establish financial goals and objectives

We assist in ranking your goals based on importance and time frame to create a clear roadmap.

Assess risk tolerance

Based on your risk profile, we suggest investment strategies that align with your comfort level and financial goals.

Choose a suitable asset allocation

We develop a plan to diversify your investments across different asset classes, such as stocks, bonds, and real estate, to balance risk and reward.

Construct an investment portfolio

We build a well-balanced portfolio designed with the goal to achieve your financial objectives while managing risk.

Dunnigan Financial–Your Partner for a Confident Future

Insurance planning is a key aspect of working towards financial stability and peace of mind, but navigating it alone can be overwhelming. Contact Dunnigan Financial in Fort Collins to connect with our certified financial planners. We offer personalized insurance guidance and tailored strategies to simplify the process and help you make informed decisions. We’re with you every step of the way, committed to helping you feel confident about your financial future.