SERVICES
Dunnigan Financial, Your Personal Financial Advisors in Boulder
Finding the right financial advisor can feel overwhelming, especially trying to find someone who genuinely understands and values your unique financial goals. At Dunnigan Financial, we’re here to make that decision easy. With over 30 years of experience as a family-owned firm, we’re committed to guiding you and your family through life’s significant financial milestones, always keeping your priorities front and center. Whether you need support with tax planning or want to build a solid retirement strategy, our team can provide the insights and strategies you deserve.
01.
Our Financial Services in Boulder
Custom Financial Planning
Investment Management
Insurance Planning
Retirement Planning
Estate Planning Strategies
02.
Why Choose Dunnigan Financial
For more than three decades, we’ve been helping individuals, families, and businesses in Boulder and across Northern Colorado pursue their unique financial dreams. We recognize that financial planning can feel daunting at times, which is why we’re here to simplify the journey and make it more accessible. When you partner with us, it means gaining a dedicated guide who will support you at every step, leading you toward a confident and meaningful future. We treat each client like family, providing personalized insights that align with your specific goals and vision. It’s an honor to serve Boulder as a knowledgeable financial advisor, and we’re ready to help you pursue your financial milestones, big or small.
Dunnigan’s Mission
Our Approach
When you work with our financial advisors in Boulder, we take you through a customized process to work towards meeting all your needs. Here’s how we approach it:
Meet & Greet
Our first meeting focuses on understanding how we can best serve your needs.
15-30 Minutes
Discovery Meeting
We dive deep into your life goals and philosophy around money, getting to know what truly matters to you.
60-90 Minutes
Great Gathering of Papers
At this stage, we review select financial documents to fully understand your financial landscape.
1-2 Weeks
Financial Planning Meeting
After analyzing your financial details, we incorporate them into a plan that aligns with your personal goals and circumstances.
60 Minutes
Financial Planning
Boulder’s Choice for Financial Investment Advisors
If you’re ready to explore how Dunnigan Financial can support you on your financial journey, we invite you to reach out and schedule a consultation. Hiring a financial advisor doesn’t have to be overwhelming. Whether you’re planning for retirement, navigating a major life event, or curious about estate planning strategies, we’re here to offer clarity and support. We look forward to meeting you!