Adam Cufr

Adam Cufr

Meet Adam Cufr


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!” 

Adam Cufr
Adam Cufr

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.”


Adam and his wife Carie have six daughters and a hundred-or-so fowl on a micro farm in Perrysburg, Ohio.”

Adam Cufr
Adam Cufr

What Fills Your Tank?

I like to play drums often and drive a silly sports car occasionally.”

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