Financial planning can be daunting, but Levi Cutler believes that connecting with Oregon means something to clients and makes the ongoing, lifelong process a little less stressful.
After graduating from Wartburg College in 2006, Cutler eventually founded Cutler Financial Group in 2008 and served as CEO.
“There is … power,” he said. “For people who know we’re here in downtown Oregon, it’s definitely a strength and a kind of peace of mind… they know they have a place to talk to someone. .”
The company was founded on a ‘long term’ approach to investment management, retirement planning and group retirement planning. Rather than timing the market or going in and out on the slightest sign of movement, the group wanted to provide stability and be a trusted advisor to its clients’ financial obligations.
“We have the authority to manage accounts at our discretion and make changes where necessary. But at the same time, we are not looking to make drastic changes,” Cutler said. We believe that using a strong investment from a strong investment management company with a cost and fee structure for the long term has the best opportunity to help people.”
Cutler also noticed that the industry is shifting responsibility to individuals when it comes to 401ks and other “defined contribution plans.” The era of pensions was over, but people still clung to misconceptions of tradition and failed to start saving. I think there is,” he pointed out.
“It probably can’t be seen, it doesn’t care. Everyone these days keeps getting busier and busier, between work and personal life, etc. So much time and energy to talk about things like investing in retirement savings.” may not have been spent,” he said. “One of the things you hear is that people are spending more time planning their summer vacations … and more time when it comes to investment management and retirement planning. It becomes… its responsibility to them.”
But financial backing aside, the group says Cutler, his wife, two sons, and two other employees in the business (Operations Manager Jake Torpey and Client Service Association Hudson Kugel) We made concerted efforts to become more involved in helping the communities we call home. In the past, it has sponsored youth sports teams and events. It also helped Oregon focus on public housing efforts for seniors.
“Having a team of people in this space is important to me and to our organization because we have strong local support,” says Cutler. “These are the places we grew up in. And this is where our children will likely grow up. very important to us.”
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