About Cutter Financial Group
About Us
Cutter Financial Group, LLC is an SEC-Registered Investment Advisor that specializes in building retirement systems for folks who are in the accumulation, transition, and distribution stages of their financial lifecycle. We help to educate our clients and to provide them with the information and resources they need to take control of their financial future. Control allows our clients to have added confidence in their retirement plan to help provide added peace of mind.
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.
Verified Client Reviews
The following reviews are based on experiences from Cutter Financial Group current clients, collected by Amplify Reviews. No compensation was provided to clients. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. Note:This page is for demonstration purposes only with hypothetical reviews, it is not intended to be publicly available on the internet.
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.
