Cutter financial group

Services

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

Investment Planning

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

Income Planning

We help you analyze & maximize your current retirement income benefits, Social Security and company pension plans.

Advanced Tax Planning

We review your tax situation & provide information about what your tax situation could look like throughout retirement.

Risk Management

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

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.

Request an Appointment

Let us get to know your situation, goals and needs – then together, we will help you build a sound retirement system.

Contact Us