You have unique financial needs to be addressed, yet many of the resources available for retirement planning appear contradictory or one-size-fits-all. Retirement planning can be overwhelming. The truth is, if any one area of your planning is neglected, the results can be financially catastrophic. Finding the right advice-givers can be confusing and downright frustrating.
With so many salespeople and institutions competing for your attention, how do you know whom to trust with your life savings? Fourth Dimension Financial Group has helped hundreds of families build and maintain their retirement plans, allowing people to retire with confidence and with more income than they often thought possible.
With so many salespeople and institutions competing for your attention, how do you know whom to trust with your life savings? Fourth Dimension Financial Group has helped hundreds of families build and maintain their retirement plans, allowing people to retire with confidence and with more income than they often thought possible.
Services
Fourth Dimension Financial Group is more than meets the eye. While great effort has been made to remain small, client-focused, and high touch, there are multiple income planning and investment management teams across the country, working to ensure our client families receive world-class solutions. These vast resources allow your local advisory team to bring you large firm planning expertise, without large firm bureaucracy and pricing.
If you're within two years of retirement, we'll help you design a custom Financial Blueprint that will serve as your guide to and through retirement. We've helped hundreds of people retire earlier and oftentimes with more income than they thought possible. Schedule a 15-minute Discovery Call with a member of our team to learn more about the process and to determine if a Design Meeting is appropriate.
We've helped many people retire earlier, and with more income, than they thought possible. Building your successful retirement begins with a conversation. Get it now by subscribing to our email list. You'll receive regular emails designed to teach you how to make financial decisions that are right for YOU.
When I was a much younger guy, I enjoyed competitive driving. I modified a car for use in the Sports Car Club of America's sanctioned SOLO racing series. I hope you're safe and healthy this morning, as we near the close of one of the most unique weeks in memory. Today, we're continuing our conversation about the impact.
I hope you're healthy and at least reasonably happy as we navigate the strangest year in most of our lives. I've again asked Steve Hanley to help me with this. With a pandemic altering so much of our daily lives, a presidential election looming, and no new episodes of our favorite TV shows being added to Netflix, a lot of.
Reviews (6)
Janet Penka
Sep 06, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
I have been trusting Adam and Dave at Fourth Dimension Financial Group with my retirement plan for several years now. They are excellent at answering any questions I may have as I proceed through my retirement years. They are always accessible and professional. Thanks, Adam and Dave!
I have been trusting Adam and Dave at Fourth Dimension Financial Group with my retirement plan for several years now. They are excellent at answering any questions I may have as I proceed through my retirement years. They are always accessible and professional. Thanks, Adam and Dave!
Kathy Mannon
Sep 04, 2021
Report
Trying to navigate toward retirement can be daunting and confusing. I appreciate the efforts made by Fourth Dimension in understanding my risk comfort level, explaining things in a manner I can understand without all the fancy lingo, and their willingness to field random questions that I throw out there as they cross my thoughts. As my retirement date is now in sight, it gives me great peace and excitement knowing they've helped me get there comfortably. Integrity, honesty, and just all around good people who have become dear friends. Highly recommend you meet with them--even if it's just to hear
Barbara Smithers
Sep 02, 2021
Report
It’s always a joy to spend time with Adam at The Fourth Dimension Financial Group. He has a way of making me feel valued by showing interest in my personal life first before he asks about the concerns I have about my finances. If Adam doesn’t have the answer at that moment, he will respond later by email. He has great advice and I trust him fully.
Jason Smithers
Aug 26, 2021
Report
The team over at Fourth Dimension have been managing our assets for over 10+ years. Adam and the team take such an amazing person-first approach to financial planning. I often tell him I feel like he is my counselor more than my financial advisor. They don't look at you as dollar signs or a number. They start with your personal pain points, your dreams, and your goals first before getting technical. I honestly feel like they are in a category of their own. If you want a holistic approach to financial planning that WORKS, go with Fourth Dimension. I recommend them to everyone.
Dan Henery
Jan 15, 2013
Report
Richard Chamberlain
Jul 17, 2012
Report
Adam Cufr and his team at Fourth Dimension Financial do an excellent job with helping their clients identify their specific financial planning issues and helping them make plans for security and certainty for their financial lives. Whether someone is looking for a plan to guarantee their retirement income for the rest of their lives, or needs insurance to meet a planning need, or wants someone to help them create and manage their investment portfolio, I am comfortable sending them to Adam.
