Retirement Income Solutions

HomeInvest, Plan & ProtectRetirement Income Solutions

Deciding how to manage your savings and investments in retirement isn’t always easy. Being too cautious could limit your lifestyle, while overspending can put your long-term security at risk. Add in how complicated tax optimization can be, and suddenly the process can feel overwhelming. Fortunately, Financial Dimensions is here to be your guide and one-stop-shop to plan your future effectively and access a wide range of options – including guaranteed lifetime income* – to live securely after your working years.

Our solutions include:

  • Full cash-flow based financial planning
  • Tax analysis to advise on 401(k), 403(b), 457 plans, and Roth conversions
  • Fixed-income portfolios tailored to your needs
  • Lifetime income annuities guaranteed* by highly rated insurance companies
  • Brokered certificates of deposit with market-leading interest rates
  • Protected* growth in structured and fixed-index products
Our salaried, professional staff puts your needs first and is committed to finding the right solution for you.

Contact us to explore your options for a secure retirement!

1301 York Road, Suite 103
Lutherville, MD 21093

fdi@firstfinancial.org   |    410-427-8967

Plan for retirement with confidence.

Explore our financial education resources below to help you prepare for retirement.

  • Banzai Learning Center

    In-depth lessons explore the financial topics you care about the most.
    Learn More  about Banzai Learning Center

  • Transitioning to Retirement

    Learn how you can best prepare yourself for a successful new stage in your life.
    Read More 

  • Retirement Calculator

    See how much you need to save so you can enjoy your standard of living in retirement.
    Learn More 

    *Guarantees and principal protection do not apply to all products.  Guarantees, when applicable, are subject to the claims-paying ability of the insurance carrier issuing the policy.  Investments in securities are not guaranteed.

    Investments, insurance, and brokerage account products offered through or advised by Financial Dimensions LLC: 

    Not a Deposit Insured by NCUA. Not Guaranteed by the Credit Union. May Lose Value.

    Financial Dimensions LLC is a state registered investment adviser and wholly-owned subsidiary of First Financial of Maryland Federal Credit Union. Investments and brokerage account products offered through Financial Dimensions are not deposits insured by NCUA or any other government agency. Products are not guaranteed by or obligations of the credit union. All investments involve risk including the possible loss of principal. Past performance is no guarantee of future results.

    Please contact a Financial Dimensions advisor via telephone during business hours to make a timely transaction on your account. Instructions received via email or voicemail may not be honored.