Meet Adam Cufr
RICP®
Principal, Retirement Income Certified Professional®
Adam Cufr, RICP® is a founding principal of Fourth Dimension Financial Group, LLC, a sought-after media commentator and thought leader, and the author of two books: Off the Record – Secrets to Building a Successful Retirement and a Lasting Legacy and Here, I Made This for You.
Adam has been featured in many national publications such as The Wall Street Journal, Kiplinger’s Personal Finance, Senior Market Advisor Magazine, was a long-running columnist for Retirement Advisor Magazine, as well as appearing locally in The Toledo Blade, The Defiance Crescent News, and The Bryan Times. Adam writes the ‘Beyond the Money’ column in The Suburban Press and has been frequently interviewed on WTOL Channel 11, often offering not-so-common common sense on a variety of financial topics.
After beginning his career at the world headquarters of a Fortune 500 Company based in St Louis, Adam spent the next ten years in various financial services businesses, deepening his knowledge with each experience. Fourth Dimension Financial Group is the culmination of the best of those experiences and seeks to replace much of the complexity that exists in retirement planning with clarity of thinking and a well-defined process. As a result, Adam is invited regularly to speak about and teach financial concepts at events and workshops.
Adam earned licenses in life, health, and property & casualty insurance as well as the Series 6, 7, 24, 26, and 63 licenses. He also earned The American College’s prestigious Retirement Income Certified Professional® (RICP®) designation. LifeHealthPro named him ‘One of the 20 Most Creative People in Insurance’. Adam graduated from Bowling Green State University with business management degrees in Purchasing Materials Management and Production Operations Management. He is a native of Northwood, Ohio, and in 2012 was chosen as Alumnus of the Year by Northwood High School.
Married since 1999, Adam and Carie are on a grand adventure with six daughters. Adam enjoys working out, reading thought-provoking books, and driving sports cars. For 20 years, Adam performed as a drummer in The Ohio Air National Guard Band of the Great Lakes. Drumming has allowed Adam to perform in six countries, on national television, with Miss America, and for The President of The United States.
What did you want to be when you grew up?
"A drummer!”
What do you do?
“I’m a retirement planner with a focus on helping people who are nearing retirement age define what enough is for them, help them achieve enough, and manage their enough so they can make choices that are independent of money. Oh, that RICP® after my name means I’m a Retirement Income Certified Professional.”
Family?
“Adam and his wife Carie have six daughters and a hundred-or-so fowl on a micro farm in Perrysburg, Ohio.”
What Fills Your Tank?
“I like to play drums often and drive a silly sports car occasionally.”
Life on the Farm
When not in the office, Adam, his wife Carie, and their daughters are tending to their micro farm in Perrysburg, where the birds provide constant entertainment. It seems fitting to introduce a few key leaders of the flock who help to keep their ducks in a row.
Bruce
Chairman of the Board
As a French Toulouse goose, he’s worldly and sophisticated. He’s also quite accomplished. After all, he’s wild about the chase…for he knows that each objective met is another feather in one’s cap.
Jacques
Director of Wake Up Calls
Punctual, but at times a little cocky. He seems oddly obsessed with morning meetings and keeping our team right on time.
Harry
Director of Style
As a style maven, our culture expert works tirelessly to ensure our fashion choices are consistently egg-cellent.
Lenny
Duck
Enjoys puddles.
Providing retirement planning services to Northwestern Ohio including communities of Toledo, Bowling Green, Sylvania, Perrysburg, and Findlay.
Fourth Dimension Financial Group
27121 Oakmead Dr. Suite B
Perrysburg, OH 43551
Phone: 419-931-0704
