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A Safe Harbor for Small Business Retirement Plans

  • Post published:March 22, 2019

I was out having a few beers on St. Patrick’s Day when I bumped into an old shipmate of mine from thirty years ago. Victor and I both went to…

Continue Reading A Safe Harbor for Small Business Retirement Plans

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FALMOUTH OFFICE

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

MANSFIELD OFFICE

20 Cabot Blvd., Suite 300
Mansfield, MA 02048
Phone: 508-618-1313
Fax: 508-388-7029

duxbury OFFICE

40 Tremont St., Suite 57
Duxbury, MA 02332
Phone: (339) 217-2181
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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The Best Financial Planner is designated by The Enterprise, awarded in 2020. The Enterprise chooses the Best Financial Planner per public votes. Cutter Financial Group, LLC does not pay a fee to receive the award. Working with a Financial Planner recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.

Life Document Checklist

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Monthly Budget Planner

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Monthly Budget Planner
Yearly Budget Planner

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Yearly Budget Planner
Financial Spring Cleaning Checklist

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Retirement Challenges in an Uncertain Economy

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Retirement Challenges Uncertain Economy Download
Your Financial Independence Worksheet

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Beneficiary Review Checklist

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It's Never Time to Hibernate - What a Bear Market Means for Retirees

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Bear Market Download
Tax Document Checklist

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