Start with a conversation
We learn what prompted you to reach out, what you are trying to solve, and what would make the relationship valuable to you.
Becoming a Client
A first conversation should make things clearer.
You do not need to arrive with everything perfectly organized. Bring the questions, concerns, statements, or decisions that have been sitting on your mind.
What to Expect
Simple, organized, and built around your questions.
The first step is simply understanding where you are and whether our team is the right fit to help.
Review the moving parts
We look at the accounts, goals, risks, policies, income needs, and questions that may need attention.
Clarify next steps
You leave with a better understanding of what working together could look like and what information may be helpful to gather next.
What to Bring
Bring what you have. We can help sort through it.
You can bring recent statements, insurance policies, retirement account information, Social Security questions, beneficiary concerns, or simply a list of topics you want to discuss.
- Recent investment, retirement, or insurance statements
- Questions about retirement income, market risk, or account structure
- Beneficiary, family, or legacy concerns
- A short list of financial decisions you want help thinking through
Good Reasons to Reach Out
You do not need a perfect question to start.
Many people reach out because something feels unfinished, unclear, or scattered. The first conversation is meant to bring shape to those questions.
I am close to retirement
You want to understand income, timing, risk, and whether your plan feels ready for the next stage.
I want a second opinion
You already have accounts or advice in place, but want another set of eyes on the larger picture.
I need to get organized
You have accounts, policies, or questions spread across different places and want a clearer structure.
Start Here
Ready for a clearer conversation?
Schedule an introductory conversation with the Cutrera Financial team.
Serving Clients in Chicago
and the Suburbs Since 2002!
Financial guidance for individuals, families, and business owners throughout Chicago and the surrounding suburbs.
Main Branch Information
Phone: 1.800.533.6750
Fax: 800.533.6750
6836 West North Ave
Chicago, IL 60707
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Securities and Advisory Services are offered through United Planners Financial Services of America, a Limited Partnership, member FINRA/ SIPC.
Cutrera Financial and United Planners are independent companies, and do not offer legal or tax advice.
Information presented on this site is developed from sources believed to be providing accurate information and is intended for informational purposes only. The content presented does not intend to make an offer or solicitation for the sale or purchase of any product or security, nor should it be construed as investment, legal, or tax advice. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy.
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