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  • Philosophy
    • Our Mission
    • Our Approach
    • Four Dimension Review
  • Services/FAQs
    • Frequently Asked Questions
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    • Previous Events
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    • 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
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Category Archive

  • Newsletters, October 2018 / October 22, 2018

    Fall 2018 Edition

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  • October 2018, Steward Articles, Welcome Messages from Adam Cufr / October 22, 2018

    Fall 2018 Welcome Letter

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  • Investment Management, October 2018, Steward Articles, Tax Planning / October 22, 2018

    How do you measure investment success or failure?

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  • Estate Planning, October 2018, Steward Articles / October 22, 2018

    Are Your Helpers Prepared?

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  • Back to the Basics, October 2018, Retirement Thinking, Steward Articles / October 22, 2018

    Back To The Basics: Revisiting an enduring strategy.

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  • Last updated by Adam Cufr at October 22, 2018.

Newsletters, October 2018 / October 22, 2018

Fall 2018 Edition

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Fall 2018 Welcome Letter

In October 2018, Steward Articles, Welcome Messages from Adam Cufr by Adam CufrOctober 22, 2018

Welcome to the Fall Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. “The two most powerful warriors are patience and time.” Leo Tolstoy If I …

How do you measure investment success or failure?

In Investment Management, October 2018, Steward Articles, Tax Planning by Adam CufrOctober 22, 2018

Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management As an advisor and portfolio manager, nothing is more frustrating for me than having a disappointed client. After all, I’m in the …

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Are Your Helpers Prepared?

In Estate Planning, October 2018, Steward Articles by Richard ChamberlainOctober 22, 2018

Written by Richard Chamberlain, Founder and principal attorney of Chamberlain Law Group, Ltd For the last several years I’ve written for The Steward about how important it is to have an effective, …

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Back To The Basics: Revisiting an enduring strategy.

In Back to the Basics, October 2018, Retirement Thinking, Steward Articles by Adam CufrOctober 22, 2018

In a recent email from a very well-known firm in our industry, the subject line stated, ‘[this person] Shares A New Retirement Strategy.’ Always eager to add a new tool …

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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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