Passing On Financial Literacy

Parents and grandparents play a crucial role in passing along values and financial literacy concepts to the next generation. So, what are some practices you can use to equip the next generation?

We are here to help you create a plan.

Let's Talk


Kevin Dunnigan, MBA CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

[email protected]

970.622.2366


Hayden Lowry

LPL Financial Advisor | Investment Manager

[email protected]

970.622.2372

HelpWithMyInvestments.com

290 E. 25th Street
Loveland, CO 80538