SERVICES
Dunnigan Financial: Your Experienced Financial Advisors in Loveland
Whether you’re counting down the days to retirement or setting up a savings account for your newborn, managing finances can feel overwhelming. Without the right support in your financial planning, that worried little voice in your head can get pretty loud. At Dunnigan Financial, we offer support, guidance, and reassurance to quiet that inner voice. We use our three decades of experience to formulate the best possible strategy for your unique life—from investment management to insurance, retirement, and estate planning strategies. Let our team at Dunnigan Financial help you transform overwhelm into confidence when it comes to your finances.
01.
Quality Wealth Management in Loveland
Custom Financial Planning
Investment Management
Insurance Planning
Retirement Planning
Estate Planning Strategies
02.
Why Partner with Dunnigan Financial?
After 30 years in the financial industry, we understand that financial planning goes so much deeper than dollars and cents. There are strong feelings attached to the different stages of each person’s financial journey: from the excitement of merging finances with a new spouse to the immense grief that accompanies an inheritance from a lost loved one. This is why we believe planning for life is a better way to categorize the work we do.
At Dunnigan Financial, we get to know the real you rather than simply identifying you by your accounts. We customize our services to create a roadmap that will benefit you and your family the most in the short- and long-term.
We don’t expect your trust right off the bat — we earn it.
Dunnigan’s Mission
Our Process
To understand the best way we can support you, we’ve created a simple process to make the most of your time while gleaning all the details we need to tailor our services. By the end of these simple steps, we’ll be able to provide you with an optimized plan for where you’re at right now and where you want to be in the future.
Meet & Greet
Our first meeting is designed to discover what you’re looking for and build out the rough outline of how we can best serve you.
15-30 Minutes
Discovery Meeting
The meat and potatoes conversation: we learn about your life, obligations, goals, financial habits, and philosophy about money.
60-90 Minutes
Great Gathering of Papers
We ask you to collect all the documents you have related to your finances. Don’t worry if it’s not perfectly organized; we just want to get a sense of your current financial situation.
1-2 Weeks
Financial Planning Meeting
After reviewing your documentation, we’ll sit down and create a plan unique to you — factoring in everything you shared in your discovery meeting. In this meeting, we’ll review our roadmap with you, adapting or altering any aspects you wish.
60 Minutes
Financial Planning
Experienced Financial Advisors in Loveland
Curious how Dunnigan Financial can help you meet your financial goals? Set up a pressure-free consultation to see how our team can guide you through your personal financial journey.