YOUR RETIREMENT PLANNING TEAM SINCE 1984.
#1 for Financial & Investment Services in Northern Colorado*

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
LPL FINANCIAL ADVISOR | INVESTMENT MANAGER
So much depends on our financial well-being.
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.
Our Passion is Caring for Our Clients
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We Go the Extra Mile
With over 100 years of combined financial experience, we are here for you.
We will always take a personal approach. Our first priority is taking time to fully understand your financial situation, your concerns, and your goals. We’ll never treat you like a commodity—we’ll treat you like a friend or family member.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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