Fall 2015 Welcome Letter

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

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, so we had some catching-up to do. I feel that we’re back on track now and the benefits of the move are already showing themselves. I shed more on the move in the following article, so please check that out.

As I we look toward the end of another year, I find myself at a heightened state of gratitude. It’s been an incredible year in a number of ways. While this may sound silly to you, celebrating my 40th year offered me one of those milestone inflection points. You know, one of those ‘big’ birthdays. Since I’ve had a sort of bucket list for a very long time (before bucket lists were even a thing), this seemed a good time to check in and see how I’m doing. Short of skydiving and restoring a Victorian home, I’ve accomplished most everything on the list. None of this happened because I’m any more talented than anyone else, I just feel like the luckiest guy I know, blessed with parents who taught me to work really hard and be nice to people. This is the sort of advice almost too trite for a t-shirt or Facebook meme these days, but it was the right advice for me.

What’s even better about this moment in time is the fact that I have the very unique opportunity to spend time with so many of you, who are also experiencing amazing points of inflection in your own lives. How can one not become a bit reflective when retirement day is either right in front of or just behind you? To see the culmination of decades of hard work and sacrifice become endless Saturdays, filled with family, hobbies, volunteerism, and running errands without a boss demanding you hurry back to work, is really satisfying for me to witness. Your success has an effect on me and everyone else around you. That’s a really great thing to share. Thanks.

So, as you firm-up your holiday plans and either bundle-up or head south, know that your efforts have not gone unnoticed. Your commitment to your well-being, your family, and your community has enduring effects. Please have a wonderful fall and holiday season. Thank you for your trust in us; it means more than you realize.

To your success,

Adam Cufr Signature

Adam B. Cufr, RICP®


Adam Cufr, RICP® (Retirement Income Certified Professional®) is a financial advisor and founding principal of Fourth Dimension Financial Group, LLC providing personal finance and retirement planning services. Adam is a Columnist for Retirement Advisor Magazine. He is also a sought-after media commentator and thought leader. Adam was named one of The 20 Most Creative People In Insurance in 2015 and is a columnist for Retirement Advisor Magazine and the author of Off the Record – Secrets to Building a Successful Retirement and a Lasting Legacy.

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