Wealth Management

We provide a Money Management System for pre-retiree’s, retiree’s and conservative investors. The average person does not understand that the classic brokerage houses and banks’, buy and hold methodology, does not work. There is no probability of success. Folks have no idea where they will be in 5, 10, 15 years. All you end up with is a Hope and A Prayer Portfolio. Don’t you deserve more? We think so.

You have options. You do not need to settle. You cannot afford to go backwards. When the next Great Recession hits, which is coming, which type of a portfolio do you deserve? A “Safe and Secure I did not lose” portfolio, or “I am just like everyone else and lost 40%’’. The brokerage and bank model of “Buy and Hold, Hope and a Prayer” portfolio management does not work.Question to ask is, “What happened to my portfolio in the last Great Recession, did I go backwards? Am I just getting back what I lost? Cutter Financial Group, LLC specializes in providing Low Volatility, Low Risk, Successful Investment Management Solutions.

Our wealth preservation strategies are designed to help you reach your financial goals. Although investment vehicles may change from time to time, we utilize a variety of fixed accounts, as well as high quality private wealth managers of both bond funds and equity portfolios that have historically yielded high rates of return with reduced volatility.

At Cutter Financial Group, LLC, we take the time to get to know you, your needs, your risk tolerance, your time horizon, and your goals. Every client is different, that is why we go through the financial evaluation process with every client before discussing any investment strategies. We believe that having a detailed, well thought out wealth plan in both the accumulation and distribution stages is critical in achieving a successful, worry-free retirement. Our thorough, comprehensive planning process allows us to address all of your investment concerns, including protection from market volatility, income planning, retirement goals, legacy planning, tax planning, and most importantly, peace of mind.

Call 508-388-7175 so we can help you design a low risk, low volatility, successful investment portfolio for your peace of mind or click here to schedule a no obligation initial consultation with Jeffrey Cutter, CPA, PFS. You deserve more.

 

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