Services

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

Disciplined Investing

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.

In order to deliver a portfolio designed to achieve your specific objectives, we understand your financial blueprint, including:

  • 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 is nearing or in retirement who would like to learn more about their options available through retirement plans, Social Security, guaranteed retirement income solutions, and institutional investment strategies.

Anyone who would like to create a sustainable retirement income plan with a sensitivity toward risk management, proper asset selection, and tax minimization.