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Learn More About Cutter Financial Group

Why Us?

We specialize in building retirement systems for retirees and soon to be retirees to help provide them with the highest probability of financial success. Discover what it means to have the financial confidence so you can focus on what is important to you?

What’s Your System?

Cutter Financial Group is an SEC Registered Investment Advisor that specializes in building retirement systems for folks who are both in their accumulation and distribution stages of their financial lifecycle.  Through our educational process, we help to educate our clients and provide them with the information and resources they need to take control of their financial future. Control allows our clients to have confidence in their retirement system which gives them a peace of mind in their retirement.

At Cutter Financial Group 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’s strategies have been featured on FOX, NBC, PBS, Motley Fool, Investment News, Kiplinger, NPR, and the Wall Street Journal. 

Questions? Call us today!

Our Philosophy

Cutter Financial Group’s philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map as to how to achieve his or her individual financial goals. 

We work with pre-retired and retired investors who want to learn how to manage downside risk and to take control of their financial future.

If you manage the downside losses; the upside gains will take care of itself.

Please fill out our short form to receive an informational brochure about Cutter Financial Group.

Listen to the Cutter Family Finance Podcast