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

3D Wealth Insurance Services, LLC & Diefendorf Planning Services, LTC - Insurance & Employee Benefits Planning


  • Capital Needs Analysis & Risk Management
  • Estate Conservation - 2nd to Die
  • Long Term Care & Home Health Care
  • Group Life, Medical, Disability, Dental, Long Term Care



FINANCIAL PLANNING 


Structured Capital Designs, Inc. - Financial Planning



  • Cash Management
  • Charitable Giving & Estate Planning
  • Risk Management
  • Comprehensive Personal Strategic Planning
  • Business Succession Planning



INVESTMENT PLANNING


3D Wealth RIA, LLC & Consolidated Portfolio Review Corp. - Registered Investment Advisory Services



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



Monroe Insurance Dedicated Funds LLC-  Insurance Dedicated Funds



  • Private Placement Life Insurance



Sterling Monroe Securities, LLC - Securities Brokerage



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



RETIREMENT PLANNING


Retirement Planning & Administration, Inc. - Retirement Consulting



  • Social Security Analysis
  • Qualified Plans

    • 401(k) Traditional & Roth Plans
    • Profit Sharing
    • Money Purchase
    • Defined Benefit
    • SEPs 
    • IRA (Traditional & Roth)


  • Non-Qualified Plans

    • 401(k) "Look-a-Like" Deferred Compensation
    • Shadow / Phantom Stock 





TAX PLANNING


3D Wealth Tax Management, LLC - Tax Preparation



  • Individual (1040) Preparation
  • Business (1120) Preparation
  • Trust (1042) Preparation



FAMILY OFFICE & TRUST PLANNING


Argonne Trust Company, Inc. South Dakota Trust Company



  • Directed Trusts
  • Perpetual Dynasty Trust
  • Domestic Asset Protection Trust
  • Values Based Trusts
  • ILITs



3 Dimensional Wealth Family Office Services, LLC Family Office Outsourcing 



  • Exchange Zone360 Process for Preparing Heirs
    • Vision360
    • Legacy360
    • Gratitude360
    • Governance360


  • Family Foundation Advisory
  • Family Archive Website
  • Family Forum Facilitation