Adam Cufr
RICP
OH, USAdam Cufr, RICP® is the owner of Fourth Dimension Financial Group, LLC and is an author, a sought-after media commentator and thought leader. He is the author of "Off the Record – Secrets to Building a Successful Retirement and a Lasting Legacy." Adam writes the monthly "Real Returns" column in Retirement Advisor Magazine and has been featured in other national publications such as The Wall Street Journal, LifeHealthPro, and Fiduciary News, as well as locally in The Toledo Blade, The Suburban Press, and more. Adam has done numerous TV interviews and was selected to join the Extended Fiduciary Network, an association of trust institutions and independent analytic firms involved in managing, analyzing, and remediating trust-owned life insurance. To be a member, EFN™ Professionals must comply with an extensive due-diligence process which includes extensive background investigations.
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.
Adam earned The American College's prestigious Retirement Income Certified Professional®, (RICP®) designation. 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 five daughters. 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.
Specialties:Retirement income planning for near-retirees, retiree pension analysis, Pension Maximization, life insurance planning, IRA planning, annuity income, risk management.
By solving for the end-use of financial assets, I help clients determine "How much is enough" and deliver appropriate strategies to build, protect, and distribute wealth.
Adam Cufr, RICP® is the owner of Fourth Dimension Financial Group, LLC and is an author, a sought-after media commentator and thought leader. He is the author of "Off the Record – Secrets to Building a Successful Retirement and a Lasting Legacy." Adam writes the monthly "Real Returns" column in Retirement Advisor Magazine and has been featured in other national publications such as The Wall Street Journal, LifeHealthPro, and Fiduciary News, as well as locally in The Toledo Blade, The Suburban Press, and more. Adam has done numerous TV interviews and was selected to join the Extended Fiduciary Network, an association of trust institutions and independent analytic firms involved in managing, analyzing, and remediating trust-owned life insurance. To be a member, EFN™ Professionals must comply with an extensive due-diligence process which includes extensive background investigations.
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.
Adam earned The American College's prestigious Retirement Income Certified Professional®, (RICP®) designation. 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 five daughters. 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.
Specialties:Retirement income planning for near-retirees, retiree pension analysis, Pension Maximization, life insurance planning, IRA planning, annuity income, risk management.
By solving for the end-use of financial assets, I help clients determine "How much is enough" and deliver appropriate strategies to build, protect, and distribute wealth.
Off the Record
OFF THE RECORD is about retiring on purpose, with purpose.
