The Cutter Family Finance Radio Show
This radio show is designed to teach you ways to help build wealth and accomplish your retirement goals. Whether you plan to retire in 20 years from now or have just recently retired, the information we provide in the radio show could deliver rewards throughout your lifetime.
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Why Us?
We specialize in financial planning and wealth management for retirees and soon to be retirees. Discover what it means to have financial confidence in retirement so you can focus on what’s important to you.
About Us
Our goal is to help educate our clients and provide them with the information and resources they need to take control of their financial future and to have financial confidence in their retirement.
At Cutter Financial Group we'll help you create a comprehensive financial strategy designed to address all of your retirement needs from: conservative investment strategies, tax minimization, social security filing choices, legacy planning, insurance strategies and even planning for the unexpected and the inevitable.
Our Philosophy
As retirement and investment professionals, we believe that a sound financial strategy includes more than a solid investment portfolio; it must integrate with all aspects of your financial life and starts with your plan. As an independent fiduciary firm, it is our goal to help our clients create and implement a plan that will help them achieve a fulfilling retirement, allowing them to focus on what's important to them.
Our Process
We walk our clients through a step-by-step financial strategy process that addressees all of their retirement needs from: retirement income including Social Social Security and pension distribution strategies, tax minimization, conservative investment strategies, legacy planning, insurance strategies and planning for the unexpected and the inevitable.
What We Do
As retirement and investment professionals, we focus on creating value and financial independence for our clients and their families as they enter retirement. We focus on helping our clients protect their life savings from market volatility, establishing family legacies, and creating strategies designed to provide for future income needs while minimizing tax liabilities. You only retire once; helping clients retire ready is our passion. Let us help you retire with greater confidence today.
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Income Planning
A sound plan starts by defining your income needs throughout retirement. We help you analyze and maximize your current retirement income benefits including social security and company pension plans, ensuring you have the information you need to make an informed decision. We also help you identify any income gaps in retirement and develop strategies using insurance and investments to fill those gaps.
Advanced Tax Planning
The common practice of tax planning focuses on minimizing your current tax liability; however, this can often lead to a much greater tax obligation in the future. Through our advanced tax planning strategies, we not only review your current tax situation but also provide information of what your tax situation could look like throughout retirement. Our objective is to help you establish a strategy that both minimize your tax exposure now and throughout retirement.
Investment Planning
With a clear understanding of your retirement income needs, sources of income and what you’re current and future tax situation looks like, we will help you establish a risk-managed financial plan designed to fit your needs and help increase your opportunity for a successful retirement. As a fiduciary, we only make recommendations that in your best interest.
Legacy Planning
You’ve worked hard over the years to build your assets. We will discuss how to use insurance strategies to help ensure your financial future from unexpected expenses and life events.
Risk Management
Protecting your family wealth and future is vital. Understanding financial risks is important and being unprepared can be a significant mistake. We will discuss ways to help you protect your financial future from unexpected expenses and life events.
Resources
We’ve got the resources to keep you informed.