Financial Planning Services

At Financial Dimensions, we offer comprehensive financial planning services tailored to meet your individual needs. Our services range from planning and evaluating specific financial requirements, such as retirement savings or education funds, to developing a complete financial plan that encompasses budgeting, investment strategies, tax planning, and wealth management.

Specializing in:

• Developing personalized investment strategies to achieve financial goals
• Identifying the optimal approach for managing educational expenses, which involves developing budgets, establishing college savings plans, and setting scholarship goals
• Assisting you in planning for financial security in retirement or evaluating your current retirement savings strategy to identify areas for improvement
• Creating, reviewing, and updating estate plans to ensure your assets are efficiently transferred to your heirs

Whether you’re focused on a single aspect of your financial future or seeking an all-encompassing approach, our expert team is here to guide you every step of the way.

First Financial FCU members receive a free 1/2 hour financial planning session. Make your appointment today!

Financial Dimensions
1301 York Road, Suite 103
Heaver Plaza
Lutherville, MD 21093

410-427-8967
Toll-free: 800-903-3328
Fax: 410-296-2187

Our advisors also provide guidance and advice when needed, helping you make the right decisions for your unique financial needs.

Account features:

• Full financial planning
• Semi-annual plan reviews
• No-load mutual funds
• Consolidated statements
• Competitive pricing options with no hidden sales charges
• Ongoing professional investment management

Products and Services:

• Asset Allocation: An investment advisor will design a portfolio tailored to your specific goals and risk tolerance. This portfolio will be monitored and reviewed to ensure alignment with your objectives. The advisor will adjust the allocation as needed to optimize it according to your goals, financial situation, and market shifts.
• Rollover IRAs: A Financial Dimensions managed investment account is a great option for saving for retirement without the high fees of some 403B and other plans. Upon retirement or leaving an employer, you can transfer your retirement account tax-free to a rollover IRA. Financial Dimensions helps build secure, cost-effective retirement plans.
• No-Load Mutual Funds: Financial Dimensions’ advisors have access to a wide selection of mutual funds from top companies, offering clients numerous options. These funds come without sales charges or transaction fees, providing a cost-effective way to diversify your portfolio.

Schedule an appointment with us today to start investing in your financial future.

Financial Dimensions
1301 York Road, Suite 103
Heaver Plaza
Lutherville, MD 21093

410-427-8967
Toll-free: 800-903-3328
Fax: 410-296-2187

Features

• Free electronic filing for returns that Financial Dimensions prepares
• An additional 10% discount for Silver Dollar members
• Convenient pick-up of completed returns from any First Financial branch
• Direct deposit of your refund to your First Financial account
• Accurate, fast, and secure tax preparation and filing

Tax preparation is available to clients who are:

• Active financial planning or wealth management clients of Financial Dimensions

or

• Members of First Financial Federal Credit Union who have Better Rewards Checking

If you’re not currently a financial planning or wealth management client and don’t have Better Rewards Checking at First Financial, please call our office to find out how you can become eligible for our tax preparation services.

Schedule an appointment with us today before tax season arrives!

Financial Dimensions
1301 York Road, Suite 103
Heaver Plaza
Lutherville, MD 21093

410-427-8967
Toll-free: 800-903-3328
Fax: 410-296-2187