Our Family of Companies

The financial management process at 3 Dimensional Wealth Advisory begins with an in-depth evaluation of your current financial situation. Once we have established your overall objectives, we will focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you are confident in and comfortable with the financial suggestions we make. Our total wealth management services we offer include: Asset Management, Employee Benefits, Fee-Based Financial Planning, 401k, Insurance, Multi-Generational Family Wealth Counseling, Retirement Planning, Tax Planning, Trust Planning, and 3 Dimensional Wealth Planning. 

INSURANCE & EMPLOYEE BENEFITS

Diefendorf Planning Services, Ltd. - Insurance & Employee Benefits Planning

  • Capital Needs Analysis & Risk Management
  • Estate Conservation - 2nd to Die
  • Long Term Care & Home Health Care
  • Group Life
  • Group Medical
  • Group Disability
  • Group Dental
  • Cafeteria Plans
  • Employee Benefit Booklets
  • Payroll Deduction
  • Payroll Services​

FINANCIAL PLANNING 

Structured Capital Designs, Inc. - Financial Planning

  • Currency Exchange Rates
  • Cash Management
  • Charitable Giving & Estate Planning
  • Risk Management
  • Comprehensive Personal Strategic Planning
  • Business Succession Planning
  • Family Wealth Counseling 

INVESTMENT PLANNING

Consolidated Portfolio Review Corp. - Registered Investment Advisory Services

  • Registered Investment Advisory Services 
  • Foundation and Endowment Consulting
  • Hedge Funds / Alternative Investment
  • Quantitative Models

Sterling Monroe Securities, LLC - Securities Brokerage

  • Mutual Funds, Annuities, Brokerage Services
  • College Planning (Sec. 529)

RETIREMENT PLANNING

Retirement Planning & Administration, Inc. - Retirement Consulting

  • Social Security
  • 401(k)Plans
  • Profit Sharing
  • Money Purchase
  • Defined Benefit
  • Keogh Plans
  • Mock DOL Audit Program
  • 401(k) "Look-a-Like" Deferred Compensation

TAX PLANNING

The Tax Advisory Group, Inc. - Tax Preparation

  • Individual (1040) Preparation
  • Business (1120) Preparation
  • Financial Statements

3 DIMENSIONAL WEALTH & TRUST PLANNING

Argonne Trust Company, LLC South Dakota Trust Company

  • South Dakota Dynasty Trust
  • South Dakota Asset Protection Trust

3 Dimensional Wealth Family Office Services, LLC Family Office Outsourcing 

  • Family Legacy Manuscript
  • Family Foundation
  • Family Summits

BUSINESS MANAGEMENT

3 Dimensional Wealth Foundation Private Foundation 

Megethos3, LLC - Business Process Management Software for the Financial Service Industry