Broker Check

Financial and Estate Planning

Your financial goals can span a lifetime, or even generations. So it’s important to prepare for uncertain events that could derail your strategy.  In a world crowded with complex investments, changing tax laws, rapidly evolving insurance products, and volatile economic scenarios, you may be looking for clear direction in your financial life. While books, magazines, and the Internet offer helpful tools, Cutter & Company provides financial planning professionals with years of experience and knowledge to help you plan for all aspects of your financial life.

Planning Your Financial Future

Investors arguably face more uncertainties today than ever before. Can their savings keep up and exceed the rate of inflation? With more and more people living into their 90’s, will their money last for as long as they live?   All these unknowns make it difficult to plan.

At Cutter & Company, we utilize a sophisticated investment planning tool called Envision®. With this tool, your planner can analyze the delicate balance needed for you to move confidently toward your goals without undue compromise to your lifestyle or unnecessary investment risk. The Envision® plan can incorporate your education savings needs, and your insurance needs in the event of a disability, the need for long term care or if you were to suffer an untimely death.

At Cutter & Company, we believe that planning is a process, one which needs to be updated regularly to reflect new realities in your investments — and your life.

Estate planning is important for everyone, even if you have far fewer assets than what the current “estate tax” allows. If you do nothing to control the disposition of your estate, by default you do have an estate plan – one that will be administered by the government, with no regard to what you desired to have happen.

If one of your life goals is to leave your family a nice inheritance, or leave a legacy to your favorite charities, let our experienced advisors help to ensure your wishes are fulfilled, and your wealth is transferred to the intended recipients, with attention to related tax consequences.

Your Cutter & Company Financial Advisor can work with you and your other professional advisors to create a proper estate plan designed to benefit the people you care about most in your life.

Envision® is a registered service mark of Wells Fargo & Company and used under license.

*The projections or other information generated by the Envision plan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.


Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC © 2007-2019 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and not directly affiliated with Cutter & Company, Inc.*

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected]   |  1-800-536-8770