The financial professionals at Cutter Financial Group have cultivated a list of services designed to help you succeed in your financial journey.
Let us help you analyze and maximize your current retirement income benefits, including Social Security, company pension plans, and more.
We will not only review your current tax situation but also provide information about what your tax situation could look like throughout retirement.
We institute a 21st century approach designed and built to protect against significant market downturns.
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.
During the risk management phase, we will discuss ways to help you protect your financial future from unexpected expenses and life events.