YOUR RETIREMENT PLANNING TEAM SINCE 1984.
Ranked #1 for Financial & Investment Services*
Our Passion is Helping Our Clients
"I couldn't be happier with what our future holds."
"We are going to have a good retirement because our money has been managed really, really well." —Darryl & Judy G.*
*This statement is a testimonial by a client of the financial professional as of 9/7/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"He genuinely cares about us."
"We went through 6 advisors until we found Kevin."
-Jim & Mary M.*
*This statement is a testimonial by a client of the financial professional as of 9/7/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"They just held my hand."
"I don't ever have to worry about money because they have my back."
—Libby M.*
*This statement is a testimonial by a client of the financial professional as of 9/7/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
KEVIN DUNNIGAN, MBA, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
"Knowledge and experience go a long way when you are stewarding people's hard-earned money."
HAYDEN LOWRY, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
"The best joys of life hinge on how our money is managed. We get it. And so you’ll never be just numbers on a page to us."
Over 100 Years of Experience
Built on the foundational belief of doing right by the client, our team has grown to offer robust financial planning and client service to families across 40+ states nationwide.
As CERTIFIED FINANCIAL PLANNER™Professionals, we take the time to listen, understand, and create long-term plans with the same care we would give our own friends and family.
Top 5 Things to Tell Your Financial Pro
How to Bake a Pie-R-A
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*2023 Reporter Herald Readers Choice Award won based on public poll votes.