Our Services


To help you meet your retirement goals, we offer comprehensive retirement planning.

Let’s face it, retirement planning isn’t simple, so let’s not pretend it is. Because of this, we offer guidance and services in the following areas:

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Long Term Care Planning

Prepare for future health care needs by knowing the strategies available to pay for care to ensure a successful retirement. 

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Social Security Timing

Choose the timing for claiming Social Security Benefits that is most appropriate for your retirement needs. 

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Investment Management

Manage your investments to reach or exceed your financial and retirement goals. 

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Estate Planning

Plan for the protection of your assets during your life and efficient asset transfer to your heirs after death. 

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Retirement Income Planning

Learn how to convert your retirement nest egg into a reliable and consistent retirement income to last for life. 

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Tax Planning for Retirees

Build smart tax strategies into your retirement plan to reduce unnecessary taxes owed to the IRS.

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Pension Decision Planning

Consider the advantages and disadvantages of various pension options offered by your employer.  

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For every complex problem,
there is an answer that is clear, simple, and wrong.

- H.L Mencken

Disciplined Investing

Intelligent investing is a core component of our retirement planning process. Although the tools to build a great portfolio are increasingly available to consumers and professionals alike, most investors fail to properly utilize these resources. To simplify your life, you’ll find everything you need to plan – and execute – your successful strategy at Fourth Dimension Financial Group. We know our role is to help clients achieve their objectives through focus, planning, and discipline.

In order to deliver a portfolio designed to achieve your specific objectives, we understand your financial blueprint, including:
  • Where you are today – your balance sheet
  • Where you want to go – your retirement objectives
  • How you are going to get there – your income needs and sources and your estate plan
This process will determine how much return – and associated risk – you must take to arrive at your destination. No guessing, no sales pitch. Just math. To do this, we have enlisted the help of world-class income planning, retirement planning and investment teams from around the country to deliver expert guidance – locally.

Frequently Asked Questions

Anyone who is nearing or in retirement who would like to learn more about their options available through retirement planning, Social Security, guaranteed retirement income solutions, and institutional investment strategies. Anyone who would like to create a sustainable retirement income plan with a sensitivity toward risk management, proper asset selection, and tax minimization.