The Jury Has Reached a Decision
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.
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
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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.
We help you create a comprehensive retirement system designed to address all of your retirement needs, from downside risk mitigation investment strategies, advanced tax planning strategies, income planning to include Social Security, legacy planning and even planning for the unexpected and the inevitable
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 Best Interest Approach
We are committed to acting in your best interest by:
- Acting in good faith and providing all relevant facts
- Avoiding conflicts of interest and clearly disclosing any potential conflicts
- Do our best to ensure the advice we provide is accurate and thorough
- Never using your assets for our personal gain
- Acting in good faith and providing all relevant facts
- Avoiding conflicts of interest and clearly disclosing any potential conflicts
- Do our best to ensure the advice we provide is accurate and thorough
- Never using your assets for our personal gain
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.
*The Best of the Upper Cape awarded in 2020, 2021, 2022, 2023 and 2024 is designated by The Enterprise and was chosen per public votes. Cutter Financial Group, LLC does not pay a fee to receive the award. There is no guarantee that the selected wealth managers will be awarded this accomplishment in the future.
