Benjamin Cutcher
Whether you're planning for retirement, growing your investments, or managing debt, I’m here to simplify the process and help you make informed decisions with confidence. Let’s work together to turn your financial dreams into reality.
State(s) Licensed: CA Insurance Lic. #4437660, DC, IL
190 S La Salle St Ste 1610
Chicago, IL 60603
Whether you're planning for retirement, growing your investments, or managing debt, I’m here to simplify the process and help you make informed decisions with confidence. Let’s work together to turn your financial dreams into reality.
State(s) Licensed: CA Insurance Lic. #4437660, DC, IL
Common Concerns and Ways in Which I Can Help
Tax efficiency
- How to pay less in taxes.
- Tax-efficient investing.
- Best tax strategies.
- Retirement tax planning.
Retirement planning
- How much do I need to retire?
- Retirement income strategies.
- 401(k) withdrawal rules.
- Social Security benefits.
Wealth management/investment strategies
- Best investment strategies.
- How to grow wealth.
- Wealth management near me.
- Portfolio diversification.
Estate planning/legacy planning
- Estate planning attorney.
- How to make a will.
- Trust vs will.
Charitable giving
- Charitable giving tax benefits.
- Charities to donate to that match your passion.
Let’s Build a Plan That Works for You
My goal is to help clients create a plan that will enable them to achieve all their financial goals, both now and in the future. I work with a great team to provide exceptional service, specializing in:
- Retirement Planning
- Investment Strategies
- Life Insurance
- Family Protection
- Risk Management
- Education Funding
- Estate Planning
- Charitable Giving
- Tax Efficiency
- Wealth Management
- Legacy Planning
Let's Put Your Plans in Motion
Having a financial plan is just the beginning—taking action is where real progress happens. I’m here to help you implement strategies that align with your goals, making sure every decision moves you closer to financial security and success. Whether you're optimizing your investments, managing your savings, or planning for your family's future, we'll navigate the path together, adjusting as life evolves. With consistent support and dependable advice, you'll feel confident every step of the way. Let’s turn your vision into reality and put your plans into motion today.
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Location
Chicago Office
- Phone:
- 707-481-1436