Financial Dimensions Group, Inc., is a full-service investment planning and wealth management firm. Our team has more than 90 years of combined investment experience, and currently manages over $700 million in client assets.
Our team uses a seven-step approach to financial planning, providing personalized advice tailored to each client’s unique circumstances. We start by gaining a deep understanding of the client’s financial situation and identifying clear goals, followed by a thorough analysis of current strategies to find areas for improvement. From there, we develop and implement a clear, actionable plan, continually monitoring progress and making updates as needed. Our process adheres to the Certified Financial Planner™ planning process, ensuring professional guidance at every step.
Asset Management
We take a ground-up approach to managing our clients’ assets. Our process begins with identifying each client’s unique capacity and tolerance for risk, considering both their personal financial situation and their comfort with market volatility. With this insight, we leverage our expertise in establishing client risk tolerance to inform strategic investment selection and asset allocation and to build efficient portfolios for our clients.
Investment Securities
As independent financial advisors, we offer no proprietary investment products, allowing us to provide truly objective and impartial guidance. We offer an array of investment options from across the market to build customized solutions that serve each client’s unique needs. We understand that while many clients may share similar objectives, their financial journeys are distinct and deserve to have a carefully curated mix of investments chosen specifically for their financial situation.
Insurance
We believe that insurance is a fundamental tool for protecting our clients’ financial well-being. Insurance not only offers peace of mind but can ensure that risk is transferred strategically. As independent insurance agents, our team is not tied to any specific insurance company’s product or services — if a client has a need for insurance, our independence allows us to thoroughly evaluate each client’s unique situation and recommend solutions tailored to their needs.
Estate Planning
Estate planning is a critical piece of a robust financial plan. Our team is dedicated to making decisions with a long-term perspective, taking into account how these choices may impact our clients’ financial future for generations to come. We have long-standing strategic partnerships with legal professionals who can assist in preparing, reviewing, and finalizing estate planning documents, ensuring the legacy of our clients is preserved.
Benefit Consulting
Benefits are an important part of a holistic financial plan. Our team specializes in reviewing and optimizing our clients’ benefits, including employer-sponsored benefit plans, employee stock programs, Social Security benefits, Medicare, and other health benefits and retirement options. We understand the importance of effective cash flow management, both before and after retirement.
