Financial Planning

We will help you prepare for the future you want. Those who fail to plan, plan to fail. You cannot reach your financial and retirement goals with out a strong Financial Plan.

We will use a Step-By-Step process through our Money Management System to bring you towards financial security and the peace of mind you deserve. The process begins with discussions about your goals and objectives through our Three Bucket Approach.

Our Step-By-Step financial planning process then considers:

  • Current income and expenses
  • Current debt obligations
  • Asset allocation and investment management
  • Risk management / insurance options
  • Taxes
  • Real estate
  • Retirement planning
  • College savings planning
  • Estate planning
  • Charitable giving planning
  • Business continuation planning
  • Possible Inheritance

We then analyze the information we have gathered and use state-of-the-art tools to determine if you will attain your goals on your current plan or path. We will then customize a Financial plan for you, that will help you accumulate and manage money within your comfort zone. We will make recommendations for you to build and preserve your wealth. The plans can be all-inclusive or just focused on a particular area of interest for you.

We will meet routinely to assure you are on target to meeting your goals. We will also discuss and adapt the Financial plan to your changing needs over time. A Financial plan is important for laying the groundwork for a strong financial foundation for you and your family.

Call 508-388-7175 so we can help you design a low risk, low volatility, successful investment portfolio for your peace of mind or click here to schedule a no obligation initial consultation with Jeffrey Cutter, CPA/PFS. Don’t you deserve more?


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