Dunnigan Financial
Services
SERVICES
Life Centered Financial Planning, We Call It Planning For Life
A simple approach to financial planning focused on what matters most to you
01.
Financial Planning
As financial planners in Fort Collins, our idea of true wealth is reaching that point where you have enough assets to do what you want, with who you want, when you want to do it. Our goal is to help you stay on the path to financial success and freedom.
02.
Investment Management
Common sense investment management is the best way we choose to describe our approach to managing the value our clients instill in us. We actively monitor market trends and the economic landscape, using our years of expertise and vast resources to develop custom investment strategies that not only suit your goals but also make sense.
03.
Estate
Despite common understanding, estate planning is not only meant for the rich. If you own property, estate planning is essential to the goals of securing your property and ensuring it is adequately shared among your successors. When working with a financial planner, be sure to ask how they can help you manage your wealth and estate. For every parent, estate planning is a crucial step to undertake before their unfortunate demise.
04.
Insurance
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.
