A Personalized Approach
At Cutter & Company, we know every client is unique. There is no standard financial plan or investment strategy that’s right for everyone, or even everyone who is at the same age or income level as you. We take great care to discover where you are now financially, and where you want to be in the future, before we begin the planning process.
Because Cutter & Company is truly independent, we are free to offer you the advice, investments and insurance products we believe are best suited for you. Because we don’t have our own proprietary investment and insurance products to sell, we can offer you the best of what’s out there. Because we are not limited to offering investments or insurance products from any particular company, we have the freedom to identify the best potential provider of products or services to fit your specific needs.
You can also be assured that because Cutter & Company is not owned by a larger corporation that may have their own products to promote or agenda to push, we are under no pressure to meet sales quotas, or to promote any specific investments.
In other words, we work for you. And only you.