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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, September 2014 / September 9, 2014

    September 2014 Edition

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  • September 2014, Welcome Messages from Adam Cufr / September 9, 2014

    September 2014 Welcome Letter

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  • Back to the Basics, Investment Management, September 2014 / September 9, 2014

    September 2014: Back to the Basics

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  • Briefcase Study, Long Term Care, September 2014 / September 9, 2014

    September 2014: Briefcase Study

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  • Estate Planning, September 2014, Steward Articles / September 9, 2014

    Special Feature – Estate Planning

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  • Events, September 2014, Steward Articles / September 9, 2014

    Retirement Elevated

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  • Last updated by Adam Cufr at January 5, 2016.

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September 2014 Edition

In Newsletters, September 2014 by Adam CufrSeptember 9, 2014

Every month, Fourth Dimension Financial Group provides thought provoking insight in the form of a newsletter called, The Ultimate Guide for the Successful Steward. Here is the September 2014 Edition.

September 2014 Welcome Letter

In September 2014, Welcome Messages from Adam Cufr by Adam CufrSeptember 9, 2014

Welcome to the September Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. Just about everyone is affected by back-to-school activities in some way, shape, …

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September 2014: Back to the Basics

In Back to the Basics, Investment Management, September 2014 by Adam CufrSeptember 9, 2014

Back to the Basics – Bonds 101 If you have an IRA, 401(k), 403(b), 457, SEP, Simple IRA, or any other type of investment account, you have the option to …

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September 2014: Briefcase Study

In Briefcase Study, Long Term Care, September 2014 by Adam CufrSeptember 9, 2014

Each issue of The Steward will include a brief case study. In it, strategies will be highlighted that we utilize in solving problems and creating opportunities for our clients. We …

Special Feature – Estate Planning

In Estate Planning, September 2014, Steward Articles by Adam CufrSeptember 9, 2014

“Should I Do a Will or a Living Trust?” A lot of people ask me: “Which is better, a Will or a Living Trust?” The answer is my favorite “lawyer …

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Retirement Elevated

In Events, September 2014, Steward Articles by Adam CufrSeptember 9, 2014

As you may be aware, we will be teaching classes at BGSU at Levis Commons called Retirement Elevated. These classes are designed to offer the current or aspiring retiree a …

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Contact Us

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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