Retirement Planning Advisor Services in Waterville Ohio

How Much Money Do I Need to Retire?

The most common question people nearing retirement have is how much money they’ll need in order to be able to retire comfortably.

Fourth Dimension Financial Group has spent decades helping families in the Waterville, Ohio area build and maintain their retirement plans, allowing people to retire with confidence and with more income than they often thought possible. Working with an experienced team who knows where many retirement plans can fall short leads to stronger planning solutions and ultimately, greater peace of mind for those seeking to enjoy a decades-long retirement.

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retirement planning

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

- H.L Mencken

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

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:

  • Retirement Income Planning
  • Investment Management
  • Portfolio Tax Minimization
  • Risk Management
  • Trust and Estate Planning
  • Social Security Claiming
  • Long Term Care Funding
  • Pension Income Analysis
Ready to retire in Waterville, Ohio with confidence?
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retirement planning advisor

Most Common Questions to Ask a Retirement Advisor

Navigating the stressful life transition of retirement in Waterville, Ohio can make finding customized financial advice feel like an overwhelming challenge. The best financial advisors for retirement will help you navigate three big questions facing you in your retirement planning. 
You have unique financial needs to be addressed, yet many of the resources available for retirement planning appear contradictory or one-size-fits-all. Having appropriate and retirement-specific tools, retirement calculators, and strategies focused on your specific needs can make a tremendous difference.  

Retirement planning can be overwhelming and mistakes can be financially devastating. The truth is, if any one area of your planning is neglected, the results can be financially catastrophic and most people only retire once.

A trusted guide to retirement can lead to invaluable peace of mind and vastly improved total outcomes. However, finding the right advice-givers can be confusing and downright frustrating. With so many advisors, financial product salespeople, and institutions competing for your attention, how do you know whom to trust with your life savings?

Fourth Dimension Financial Group helps you save time, plan right, and retire the way you’ve always wanted. While great effort has been made to remain small, client-focused, and high touch, there are multiple income planning and investment management teams across the country, working to ensure our client families receive world-class solutions. These vast resources allow your local advisory team serving Waterville, Ohio to bring you large firm planning expertise, without large firm bureaucracy and pricing.

Meet Our Team

Adam Cufr

Adam Cufr


Principal, Retirement Income Certified Professional®

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Dave Bensch

Dave Bensch

Director of Operations

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Stephen Hanley

Stephen L. Hanley


Chief Investment Strategist

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Featured On

Toledo Blade
WTOL Channel 11 News Toledo
Advisor One
National Association for Fixed Annuities
The Wall Street Journal
Life Health Pro
Senior Market Advisor

Fourth Dimension Financial Group

27121 Oakmead Dr. Suite B
Perrysburg, OH 43551

Phone: (419) 931-0704
Email: dave@fourthdimensionfinancial.com