Services

How We Work For You

The financial professionals at Cutter Financial Group have cultivated a list of services designed to help you succeed in your financial journey.

No matter what your financial goals are, we want to help you achieve them!

Income Planning

Let us help you analyze and maximize your current retirement income benefits, including Social Security company pension plans, and more.

Advanced Tax Planning

We will not only review your current tax situation but also provide information about what your tax situation could look like throughout retirement.

Investment Planning

We institute a 21st century approach designed and built to protect against significant market downturns.

Legacy Planning

Our goal is to help you develop strategies for a safe and tax-efficient transfer of those assets to your desired beneficiaries, including those with special needs or charitable causes, leaving the legacy you desire.

Risk Management

During the risk management phase, we will discuss ways to help you protect your financial future from unexpected expenses and life events.

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