Welcome to the scheduling page for Richard Dunn, CFP, BFA, AIF.
Please select which type of Event you want to schedule.
Financial Planning Analysis Presentation
Let's look at your initial findings from your comprehensive financial planning process.
Introductory Visit
I would love for you and I to get to know each other. Let's visit for an hour about your situation and how I help people and see what we think is your best next step.
Annual Financial Planning Review
Comprehensive review of your financial planning progress over the last year. What's new? What should be changed? What's next?
Financial Planning Update
As needed check in on Financial Planning progress. What's new? What's next?
Phone Check In - 15 Min
Quick update on Financial Planning topics. What's new? What's next?
BNI Networking 1 to 1
Business Networks International member update in a one on one meeting.
Dunncreek Advisors LLC c/o
MFG Financial Advisors
5754 Blackshire Path
Saint Paul MN 55076
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.