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Helping you navigate to
and through retirement

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Book a Meeting

Learn about what we do and our approach to help you save.

Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Book a Meeting

Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Book a Meeting

Learn about what we do and our approach to help you save fast.

 

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Our Services

See how we may serve you today

Investment Management

Investments can play a key role in your financial security plan. For individuals, a mix of registered and non-registered savings, income and pension plans can help achieve short- and long-term goals. For employee groups, I can offer advice on registered and non-registered savings and pension plans.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.

Group Retirement Plans

Most employer-sponsored plans today are established as “defined contribution” plans whereby an employee contributes a percentage of his earnings into an account that will accumulate until retirement. As a qualified plan, the contributions are deductible from the employee’s current income.

Looking to learn more?

Get in touch today

Contact Us
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Levi D. Cutler

CFP®, AIF®

CEO

Levi has over 13 years of experience as a financial advisor and is the Chief Executive Officer of Cutler Financial Group, Inc. He is...

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Jake Torpy

Operations Manager

Jake came on board with the Cutler Financial Group team in June of 2017. Initially hired as an Intern while studying Finance at Edgewood College,...

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Gary L. Cutler

Relationship Manager

Gary has over 30 years of experience in the Financial Services industry.  Gary received his BA in Business Administration from Central...

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Ashley McGuire

Ashley is an Office Manager for Cutler Financial Group, Inc. She has her Bachelor of Business Administration in Marketing and Business...

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Contact info

  •   116 Janesville Street, Oregon, Wisconsin 53575
  •   (608) 291-2121
  •   info@cutlerfinancialgroup.com

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