SERVICES
Dunnigan Financial, Your Personal Financial Advisors
Putting your financial future in the hands of someone else can be daunting. Trusting them to ensure you are making the right decisions is no small matter, but at Dunnigan Financial, we’re committed to helping you plan for the big things the right way. It doesn’t matter if you’re looking to save for retirement, update your estate plan after a big move to Colorado, or want to get a jump start on saving for your kid’s college education; we are here to help. After 30 years of working with Northern Colorado families, we believe there is more to a financial plan than just the numbers. Your success is our number one priority, and you can expect us to not only apply our own expertise to your portfolio but also educate you on how to make the best financial decisions for your unique life circumstances.
01.
Our Financial Services in Wellington
Custom Financial Planning
Investment Management
Insurance Planning
Retirement Planning
Estate Planning Strategies
02.
Why Choose Dunnigan Financial
At Dunnigan Financial, we have helped countless Northern Colorado residents pursue their financial goals. When you partner with us, you’ll receive a personalized approach to your financial planning needs. Your goals are our goals, no matter how big or small.
Dunnigan’s Mission
Our Process
We go through a very specific process for determining your financial plan. We don’t take a one-size-fits-all approach, and that sets us apart from the other firms. We invest the time to truly understand your needs and collaborate with you to craft a financial plan that fits you perfectly. Whatever your financial goals, rely on us to design a personalized plan that empowers you to pursue them.
Meet & Greet
Our initial meeting is designed to understand your financial status and goals so we can know how to best serve your needs.
15-30 Minutes
Discovery Meeting
We have an in-depth conversation about your life and your philosophy about money; this is when we get to know you.
60-90 Minutes
Great Gathering of Papers
We will ask to see all financial documents related to your life. This lets us review and understand your unique financial situation.
1-2 Weeks
Financial Planning Meeting
Once we review your financial details, we will incorporate them into your personal story and create a plan centered around you and your unique circumstances.
60 Minutes
Financial Planning
Wellington’s Choice for Financial Investment Advisors
Are you interested in learning more about whether we are the right fit for you and your needs? Give us a call for a consultation. Whether you’re nearing retirement, planning your estate, or navigating a major life event, we’re here to guide you every step of the way. Don’t let financial management overwhelm you—rely on Dunnigan Financial to handle it for you.