To help you meet your retirement goals, we offer comprehensive financial planning.
Let’s face it, planning a retirement isn’t simple, so let’s not pretend it is. Because of this, we offer guidance and services in the following areas:
- Retirement Income Planning
- Investment Management
- Portfolio Tax Minimization
- Risk Management
- Trust and Estate Planning
- Social Security Claiming
- Long Term Care Funding
- Pension Income Analysis
For every complex problem,
there is an answer that is clear, simple, and wrong.
– H.L Mencken
Intelligent investing is a core component of our planning process. Although the tools to build a great portfolio are increasingly available to consumers and professionals alike, most investors fail to properly utilize these resources. To simplify your life, you’ll find everything you need to plan – and execute – your successful strategy at Fourth Dimension Financial Group. We know our role is to help clients achieve their objectives through focus, planning, and discipline.
- Where you are today – your balance sheet
- Where you want to go – your retirement objectives
- How you are going to get there – your income needs and sources and your estate plan
This process will determine how much return – and associated risk – you must take to arrive at your destination. No guessing, no sales pitch. Just math.
To do this, we have enlisted the help of world-class income planning and investment teams from around the country to deliver expert guidance – locally.
Frequently Asked Questions
Anyone who would like to create a sustainable retirement income plan with a sensitivity toward risk management, proper asset selection, and tax minimization.