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.
Our Budget Planner helps you document all your expenses, set realistic goals, analyze your performance, and adjust accordingly.
How We Can Help
We have the tools & resources to assist you in 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.
**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.