Adam Cufr, RICP®
Retirement Planning Made Simple
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Serving Clients Nationwide
Retirement Planning Made Simple
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Adam Cufr, RICP®
Adam Cufr, RICP® is a founding principal of Fourth Dimension Financial Group, LLC, a sought-after media commentator and thought leader, and the author of two books: Off the Record – Secrets to Building a Successful Retirement and a Lasting Legacy and Here, I Made This for You.Adam has been featured in many national publications such as The Wall Street Journal, Kiplinger’s Personal Finance, Senior Market Advisor Magazine, was a long-running columnist for Retirement Advisor Magazine, as well as appearing locally in The Toledo Blade, The Defiance Crescent News, and The Bryan Times. Adam writes the ‘Beyond the Money’ column in The Suburban Press and has been frequently interviewed on WTOL Channel 11, often offering not-so-common common sense on a variety of financial topics.
After beginning his career at the world headquarters of a Fortune 500 Company based in St Louis, Adam spent the next ten years in various financial services businesses, deepening his knowledge with each experience. Fourth Dimension Financial Group is the culmination of the best of those experiences and seeks to replace much of the complexity that exists in retirement planning with clarity of thinking and a well-defined process. As a result, Adam is invited regularly to speak about and teach financial concepts at events and workshops.
Adam earned licenses in life, health, and property & casualty insurance as well as the Series 6, 7, 24, 26, and 63 licenses. He also earned The American College’s prestigious Retirement Income Certified Professional® (RICP®) designation. LifeHealthPro named him ‘One of the 20 Most Creative People in Insurance’. Adam graduated from Bowling Green State University with business management degrees in Purchasing Materials Management and Production Operations Management. He is a native of Northwood, Ohio, and in 2012 was chosen as Alumnus of the Year by Northwood High School.
Married since 1999, Adam and Carie are on a grand adventure with six daughters. Adam enjoys working out, reading thought-provoking books, and driving sports cars. For 20 years, Adam performed as a drummer in The Ohio Air National Guard Band of the Great Lakes. Drumming has allowed Adam to perform in six countries, on national television, with Miss America, and for The President of The United States.
Professional Designations
- Retirement Income Certified Professional (RICP)
Primary Location
27121 Oakmead Dr, Suite B Perrysburg, OH 43551
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' above to schedule a free introductory call. We'll get to know you, your pain points around retirement, and if there are ways we can help you save time, plan right, and retire the way you've always wanted. I look forward to speaking with you.Offers Investment Management
Yes
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.
Education
Bowling Green State University, BSBA, Purchasing Materials Management and Production Operations Management
Hobbies and Interests
- Cars
- Family
- Reading
- Writing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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