For clients interested in our financial planning services, we begin our relationship with a financial review, a comprehensive assessment of your financial and life goals.
Your Cutter & Company financial review provides a detailed look at your assets and how they might be used to reach your financial goals. It’s designed to help you reach your personal objectives, whether that means increase your cash flow, improve retirement saving strategies, reallocate your investment portfolio, or reduce taxes.
Depending on your specific needs, our financial planning specialists may put your information into a computer-assisted program called Envision®, which incorporates the latest tax changes and financial-planning strategies to create a customized financial review..
Envision® is a registered service mark of Wells Fargo & Company and used under license