Cutter Financial Group

Helping you build the retirement you deserve.

We specialize in building sound retirement wealth management systems for current and future retirees. Discover what it means to have added financial confidence in retirement so you can focus on what’s important to you.

Thank you for voting for us Best of the Upper Cape 3 years in a row!

**Click here to read our disclosure

We are your retirement & investment professionals.

As retirement and investment professionals, we specialize in helping to create financial independence for our clients and their families as they move from their accumulation phase to, or are currently in, their distribution phase of their financial lifecycle.

Cutter Financial Group was founded by Jeff Cutter, CPA/PFS, who has over 25 years of experience helping retirees and soon-to-be retirees enjoy their golden years. Jeff Cutter has appeared on FOX, NBC, PBS, Motley Fool, Investment News, Kiplinger, NPR, and the Wall Street Journal.

nationally recognized

instant download

Budget Planner

Our Budget Planner helps you document all your expenses, set realistic goals, analyze your performance, and adjust accordingly.

services

How We Can Help

We help you create a comprehensive retirement system that addresses all of your retirement needs, from successful downside risk mitigation investment strategies, advanced tax planning, income planning to include Social Security, legacy planning, and even planning for the unexpected and the inevitable.

the team

Our Fiduciary Approach

We follow a fiduciary standard to provide you with the best service we possibly can:

Act in good faith and provide all relevant facts to clients
Avoid conflicts of interest and disclose any potential conflicts of interest to clients
Do our best to ensure the advice we provide is accurate and thorough
Avoid using a client’s assets to benefit ourselves, such as by purchasing securities for our own account before buying them for a client

stay informed

We have the tools & resources to assist you in your financial journey.

Client Login

Links to your personal client account to access added resources and communicate with the team.

Cutter Family Finance Blog

Read our weekly Cutter Family Finance articles to gain insight to help you and your family on your financial journey.

Video Library

Visit out video library to see how Cutter Financial Group helps their clients build retirement systems.

Document Library

Download one, or all, of our informational brochures to help you find your way on your financial journey.

Ready to get started?

Let us get to know your situation, goals and needs – then together, we will help you build a sound retirement system.

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**Cutter Financial Group, LLC is an SEC-Registered Investment Advisor. Insurance products and services are offered through its affiliate, CutterInsure, Inc. The Best Financial Planner is designated by The Enterprise, awarded in 2020 and 2021. The Enterprise chooses the Best Financial Planner per public votes. Cutter Financial Group,LLC does not pay a fee to receive the award. Working with a Financial Planner recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.