SERVICES
Dunnigan Financial, Your Personal Financial Advisors in Timnath
Finding the right financial advisor can feel overwhelming, especially if you’re searching for someone who truly understands and values your unique financial goals. At Dunnigan Financial, we’re here to put those worries to rest. With more than 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 at the forefront. Whether you need direct support for tax planning or want to kick-start your retirement savings, our team is ready with the insights and strategies you deserve. Our mission is to help you pursue lasting financial freedom, offering not only guidance but also valuable educational resources so you can confidently navigate financial decisions throughout every stage of life.
01.
Our Financial Services in Timnath
Custom Financial Planning
Investment Management
Insurance Planning
Retirement Planning
Estate Planning Strategies
02.
Why Choose Dunnigan Financial
For over three decades, we’ve been helping individuals, families, and businesses work toward their unique financial dreams. We recognize that financial planning can feel complex—even daunting at times—which is why we’re here to help make the journey simpler and more approachable.
Partnering with us means more than receiving financial advice; 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 tailored insights that align with your specific goals and vision. It’s an honor to serve as Timnath’s valued financial advisor, and we’re ready to help you pursue your financial milestones, no matter the size.
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 Approach
When you work with our financial advisors in Timnath, we take you through a customized process aiming to ensure we’re meeting all your needs. Recognizing that every client has unique financial requirements, we craft our plans to reflect your specific goals. 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 any financial documents you’re comfortable sharing, which helps us fully understand your financial landscape.
1-2 Weeks
Financial Planning Meeting
After we analyze your financial details, we incorporate them into a plan that aligns with your personal goals and circumstances.
60 Minutes
Financial Planning
Timnath’s Choice for Financial Investment Advisors
If you’re ready to explore how Dunnigan Financial can support your financial journey, we invite you to reach out and schedule a consultation. Deciding to hire a financial advisor is a big step, but it 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. Rely on Dunnigan Financial, your dedicated financial planning firm in Timnath.