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  • October 2019, Steward Articles, Welcome Messages from Adam Cufr / October 24, 2019

    Fall 2019 Welcome Letter

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  • Back to the Basics, Estate Planning, Income Planning, Investment Management, Long Term Care, October 2019, Retirement Thinking, Social Security, Steward Articles, Tax Planning / October 24, 2019

    Back To The Basics: Having a Budget vs. Budgeting

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  • Briefcase Study, Income Planning, October 2019, Social Security, Steward Articles, Tax Planning / October 24, 2019

    Fall 2019: Briefcase Study: The Pension Decision

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  • Estate Planning, October 2019, Steward Articles / October 24, 2019

    Wills vs. Trusts. Which Plan is Right for You?

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  • Investment Management, October 2019, Steward Articles, Tax Planning / October 24, 2019

    REAL Risk 101

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  • April 2019, Steward Articles, Welcome Messages from Adam Cufr / April 29, 2019

    Spring 2019 Welcome Letter

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  • April 2019, Back to the Basics, Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Steward Articles, Tax Planning / April 29, 2019

    Back To The Basics: Seven Factors in Determining Retirement Age

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  • April 2019, Investment Management, Steward Articles / April 29, 2019

    Looking Back to 2018 to Set the Tone for the Remainder of 2019 and Beyond

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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 …

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Summer 2018 Welcome Letter

In August 2018, Steward Articles, Welcome Messages from Adam Cufr by Adam CufrAugust 7, 2018

Welcome to the Summer Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. If Summer Were Longer Could We Handle It? Right or wrong, many of …

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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Is the Tide about to Change? – Value Stocks vs. Growth Stocks

In August 2018, Investment Management, Steward Articles, Tax Planning by Adam CufrAugust 7, 2018

Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management Only when the tide goes out do you discover who’s been swimming naked. – Warren Buffet A classic stock investing debate has …

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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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Is your Estate Plan Right? Get a Free Review

In August 2018, Estate Planning, Steward Articles by Richard ChamberlainAugust 7, 2018

Over the years, I’ve written articles for The Steward teaching you about different concepts, tools and techniques for effective estate planning. Helping the clients we serve obtain the peace of …

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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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Back To The Basics: Social Security Planning 101

In August 2018, Back to the Basics, Estate Planning, Investment Management, Retirement Thinking, Steward Articles by Adam CufrAugust 7, 2018

Social Security Planning 101 – Just a Few Drops Into the Ocean One of the core building blocks of a retirement income plan is Social Security. Earned over decades of …

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Retirement Elevated: September 2018

In August 2018, Events, Steward Articles by Adam CufrAugust 7, 2018

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

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Spring 2018 Welcome Letter

In May 2018, Retirement Thinking, Steward Articles, Welcome Messages from Adam Cufr by Adam CufrMay 8, 2018

Welcome to the Spring Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. We made it! Another winter enters the books and we finally move into …

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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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