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 2 years in a row!
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
- 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
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.
