About Cutter Financial
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.
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.
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.
We walk our clients through a step-by-step financial strategy process that addresses all of their retirement needs, including:
- Appropriate risk mitigation investment strategies for each stage of their financial lifecycle
- Tax minimization
- Social Security filing choices
- Legacy planning
- Insurance strategies
- Planning for the unexpected and the inevitable
Put their clients’ interests before their own, seeking the best prices and terms
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 their best to ensure the advice they provide is accurate and thorough
Avoid using a client’s assets to benefit themselves, such as by purchasing securities for their own account before buying them for a client