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  • Home
  • Philosophy
    • Our Mission
    • Our Approach
    • Four Dimension Review
  • Services/FAQs
    • Frequently Asked Questions
  • Events
    • Previous Events
  • Team
  • Resources
    • The Successful Steward Newsletter
      • Newsletters
      • Welcome Messages from Adam Cufr
      • Back to the Basics
      • Briefcase Study
      • The Insider
    • Planning Strategies
      • Social Security
      • Long Term Care
      • Estate Planning
      • Investment Management
      • Income Planning
      • Tax Planning
      • Retirement Thinking
      • Read All Articles
  • Schedule a Conversation

Category Archive

  • Newsletters, November 2015 / November 16, 2015

    Fall 2015 Edition

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  • November 2015, Welcome Messages from Adam Cufr / November 16, 2015

    Fall 2015 Welcome Letter

    View Post
  • November 2015, Steward Articles / November 16, 2015

    We’ve Moved (just a little)

    View Post
  • Income Planning, November 2015, Social Security, Steward Articles / November 17, 2015

    Special Update – Big Changes Coming To Social Security

    View Post
  • Back to the Basics, Income Planning, November 2015, Steward Articles / November 16, 2015

    Back to the Basics: Required Minimum Distributions (RMD)

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  • Briefcase Study, Income Planning, Long Term Care, November 2015, Steward Articles / November 16, 2015

    Briefcase Study

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  • Last updated by Adam Cufr at July 24, 2016.

Newsletters, November 2015 / November 16, 2015

Fall 2015 Edition

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Fall 2015 Welcome Letter

In November 2015, Welcome Messages from Adam Cufr by Adam CufrNovember 16, 2015

The Fall Edition of the Steward…we can still call it fall, right? As you’re likely aware, we recently moved offices, and everybody knows how much work it is to move, …

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We’ve Moved (just a little)

In November 2015, Steward Articles by Adam CufrNovember 16, 2015

You may already be aware that we recently moved our office. Now that it’s over, I can say that it’s a great feeling to be in the right place, for …

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Special Update – Big Changes Coming To Social Security

In Income Planning, November 2015, Social Security, Steward Articles by Adam CufrNovember 17, 2015

We all suspected something needed to change to get Social Security back on track. As a result of recent swift action in Congress, we’re now seeing a move toward a …

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Back to the Basics: Required Minimum Distributions (RMD)

In Back to the Basics, Income Planning, November 2015, Steward Articles by Adam CufrNovember 16, 2015

Nobody said the US tax code was simple. In this installment of Back to the Basics, we’ll tackle a small part of the tax code that can have big consequences …

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Briefcase Study

In Briefcase Study, Income Planning, Long Term Care, November 2015, Steward Articles by Adam CufrNovember 16, 2015

We continue to meet with people who have or had a family member who required a meaningful amount of care in a nursing situation, some lasting for years. As a …

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Fourth Dimension Financial Group

27121 Oakmead Dr. Suite B
Perrysburg, OH 43551
Phone: (419) 931-0704
Email: dave@fourthdimensionfinancial.com

About Us

Fourth Dimension Financial Group, LLC is an SEC-Registered Investment Advisor (RIA) dedicated to focusing clients on the important retirement planning decisions necessary to manage their income and wealth for a lifetime. By combining financial planning and actionable planning advice with objective investment guidance, we strive to enable clients to achieve their retirement goals and shape their legacy for generations to come.
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