Investment Management & Retirement Planning

Services & Strategies

Cutler Financial Group focuses in assisting both individuals and employers with investment management While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.Our firm provides group retirement plans for both private sector and public sector groups as well as individual financial strategies. 


Services we provide include: 

  • Investment Advisory Accounts
    • Individual Retirement Accounts (IRA's)
      • Traditional IRA's
      • Roth IRA's
      • Rollover IRA's
      • Inherited IRA's
    • Taxable Accounts (Individual TOD, Joint TOD, Trust, UTMA, etc.)
  • Group Retirement Plans
    • 401(k)
    • Governmental 401(a) & 457
    • SIMPLE & SEP IRA's