Fourth Dimension Financial Group
Fourth Dimension Financial Group
Perrysburg, OH
Serving Clients Nationwide
Retirement Planning Made Simple
Primary Advisor Locations
Dave Bensch, CFP®
Adam Cufr, RICP®
Fourth Dimension Financial Group
Video
Compensation Methods
- Fee Based
- Percentage of Assets Managed
About Fourth Dimension Financial Group
Save time, plan right, and retire the way you’ve always wanted with Fourth Dimension Financial Group.Three Obstacles Toward Retirement Planning
You’ve worked hard. You’ve saved. You’ve sacrificed. Now you’re looking ahead toward retirement, but three things can stand in your way:
1️⃣ Lack of Relevant Financial Tools: You have unique financial needs to be addressed, yet many of the resources available for retirement planning appear contradictory or one-size-fits-all.
2️⃣ Fear of the Unknown: Retirement planning can be overwhelming. The truth is, if any one area of your planning is neglected, the results can be financially catastrophic.
3️⃣ Not Sure Where to Turn: Finding the right advice-givers can be confusing and downright frustrating. With so many salespeople and institutions competing for your attention, how do you know whom to trust with your life savings?
We’re Here to Help
Fourth Dimension Financial Group has helped hundreds of families 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.
Proudly serving Northwest Ohio and Southeastern Michigan including the communities of Toledo, Bowling Green, Sylvania, Perrysburg, Findlay.
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
