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!

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INCOME PLANNING

Put their clients’ interests before their own, seeking the best prices and terms

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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.

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INVESTMENT PLANNING

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

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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.

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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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