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1018 West Custer Avenue, Suite 3, Helena, MT 59602

(406) 449-2711
Kevin@DunnFinancialSolutions.com

Lifelong Guidance

We’re here for you, offering advice and support throughout life’s milestones.

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Tailored to You

We take a personalized approach to your wealth management needs.

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Dedicated Professionals

Our experienced team shares a passion for helping you pursue your goals.

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Where Do You Want Your Financial Roadmap to Take You?

Where Do You Want Your Financial Roadmap to Take You?

At Dunn Financial Solutions, we strive to create a personalized financial roadmap, which may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Why Work With Us?

We are committed to providing a high level of service, which stands apart from the rest.

How Do We Work?

We work with you to create customized strategies that address your personal needs.

What Do We Offer?

We offer comprehensive wealth management and retirement planning strategies.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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