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Roth IRA Distributions: Be Sure to Read the Fine Print

  • Post published:January 24, 2020

With Christmas in the rearview window, the Cutter family leapt into 2020 with renewed energy and enthusiasm. For Sophie and Phoebe, this included heading back to the Braintree Mall for…

Continue Reading Roth IRA Distributions: Be Sure to Read the Fine Print

What to Do if Your Employer Freezes Your Pension

  • Post published:December 6, 2019

In the Cutter house, Christmas is a big deal. Even as teenagers, the girls get so excited to decorate the house with Christmas knick-knacks, and put up the tree. And,…

Continue Reading What to Do if Your Employer Freezes Your Pension

Adjusting Your Money Mentality To Fit Your Goals for Retirement

  • Post published:July 19, 2019

As we are thick in the middle of the warmer summer months, my French bulldog, Max, is getting lots more exercise – mostly because we can finally play (what seem…

Continue Reading Adjusting Your Money Mentality To Fit Your Goals for Retirement

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FALMOUTH OFFICE

237 Teaticket Highway
E. Falmouth, MA 02536
Phone: 508-388-7175
Fax: 508-388-7029

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©2020 Cutter Financial Group, LLC. All rights reserved.

Cutter Financial Group, LLC (“Cutter Financial”) is an SEC Registered Investment Advisor (“RIA”). Cutter Financial provides investment advisory and related services for clients nationally as well as offers insurance and annuity products. Cutter Financial will maintain all applicable registration and licenses as required by the various states in which Cutter Financial conducts business, as applicable. Cutter Financial renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments. This website is intended to provide general information about Cutter Financial and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy and our strategies and to be able to contact us for further information.

The information and calculators provided via this website are general information, meant to introduce you to our areas of expertise. Articles, calculators, and other sources of information are not intended to replace the professional advice of a trained retirement professional.

Insurance products and annuities offered through Cutterinsure, Inc., MA insurance license #2080572.

View our disclosure brochure, brochure supplement(s), and privacy policy here.

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