I have been trusting Adam and Dave at Fourth Dimension Financial Group with my retirement plan for several years now. They are excellent at answering any questions I may have as I proceed through my retirement years. They are always accessible and professional. Thanks, Adam and Dave!
December 2013
I have relied on Adam and his staff numerous times to provide exceptional service to me and to my clients. I have complete confidence in their ability to arrive at a custom financial plan that will serve the best interests of their client.
We are an independent RIA (Registered Investment Advisory) firm that specializes in retirement planning for those who are seeking financial retirement. Using education and comprehensive planning as the bases for our recommendations, we seek to demystify the process to planning a successful retirement. We employ a combination of investment approaches and products (ETFs, individual stocks, bonds, annuities, insurance) to provide the families we serve an unbiased and product-agnostic appeoach. As an RIA, we are a fiduciary to our clients and as such, we charge a fee that is a percentage of the assets that we manage on their behalf and we meet regularly with clients to review and update their plans.
