four dimension review

The Four Dimension Review

In Estate Planning, January 2014, Steward Articles by Adam Cufr

Transparency is very important to us at Fourth Dimension Financial Group. The ability for you to see what is happening in your planning allows you to make wiser decisions. In an effort to shed light on the thought process we use to make retirement planning decisions, we turned our Four Dimension Review Process into an easy-to-use diagram.

As we work with you to plan your retirement, consider the areas that we analyze before making major financial decisions. Ultimately, we’re eager to help you reach greater clarity in your planning. We believe this will help.