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.

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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.

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nationally recognized

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Budget Planner

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

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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.
  • Income Planning
  • Advanced Tax Planning
  • Investment Planning
  • Legacy Planning
  • Risk Management

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
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tune into the

Cutter Family Finance Show

  • Easy 99.1 WPLM FM
    Sunday's from 7 to 7:30 A.M.
  • Newsradio 95 WXTK
    Saturday from 5 to 6 P.M.

“Cutter Family Finance” contains something for everyone! We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies.

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stay informed

We have the tools & resources to assist you in 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.

Recommended Links

Links to websites that we think may be of interest to you on your financial journey.

Client Login

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

Cutter Family Finance

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

Educational Classes

Educational classes designed for you.

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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