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  • Estate Planning, Income Planning, Investment Management, Retirement Thinking, The Insider / December 23, 2019

    Relationship Referee to the Rescue

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 20, 2020

    Countdown Series #1 – The Journey

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  • Income Planning, Retirement Thinking, The Insider / February 10, 2020

    Countdown Series #6 – When Paychecks End

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 20, 2020

    Markets: Video Conversation Using ‘Zoom’

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  • Income Planning, Investment Management, Retirement Thinking, The Insider / January 31, 2020

    Tasty Treat

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 13, 2020

    This Feels Different

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  • Income Planning, Investment Management, The Insider / September 18, 2020

    Drinking From The Pond

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  • Income Planning, Investment Management, Retirement Thinking, The Insider / June 16, 2020

    Back To Normal. Right?

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October 2014: Briefcase Study

In Briefcase Study, Income Planning, Investment Management, October 2014 by Adam CufrOctober 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 …

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August 2014: Back to the Basics

In August 2014, Back to the Basics, Income Planning, Investment Management by Adam CufrAugust 19, 2014

Back to the Basics – Investment Management, Income Planning Retirement Advice: With Strings Attached Recent drops in the value of the stock market have reminded us that owning stocks may …

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July 2014: Briefcase Study

In Briefcase Study, Income Planning, Investment Management, July 2014 by Adam CufrJuly 18, 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

In Income Planning, Investment Management, July 2014, Steward Articles by Adam CufrJuly 18, 2014

A new Harvard Business Review piece, written by Robert C. Meron, the 1997 Nobel Prize winner in Economic Studies and Harvard University Professor Emeritus, is so important that I wanted …

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June 2014: Briefcase Study

In Briefcase Study, Income Planning, Investment Management, June 2014 by Adam CufrJune 13, 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 …

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June 2014: Back to the Basics

In Back to the Basics, Estate Planning, Income Planning, Investment Management, June 2014, Long Term Care by Adam CufrJune 13, 2014

It has been brought to our attention that a return to the basics of financial and retirement planning would be helpful. Back to the Basics is a study of the …

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May 2014: Back to the Basics

In Back to the Basics, Income Planning, Investment Management, Long Term Care, May 2014 by Adam CufrMay 19, 2014

It has been brought to our attention that a return to the basics of financial and retirement planning would be helpful. Back to the Basics is a study of the …

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April 2014: Briefcase Study

In April 2014, Briefcase Study, Income Planning, Long Term Care, Social Security by Adam CufrApril 15, 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 …

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April 2014: Back to the Basics

In April 2014, Back to the Basics, Income Planning, Investment Management by Adam CufrApril 15, 2014

It has been brought to our attention that a return to the basics of financial and retirement planning would be helpful. Back to the Basics is a study of the …

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January 2014: Back to the Basics

In Back to the Basics, Income Planning, Investment Management, January 2014 by Adam CufrJanuary 15, 2014

It has been brought to our attention that a return to the basics of financial and retirement planning would be helpful. Back to the Basics is a study of the …

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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 a 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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