Featured Track
Retirement readiness
Articles and tools for income planning, Social Security questions, market volatility, beneficiary updates, and organizing the financial pieces before retirement.
Talk through your planCutrera Financial Resources
Helpful reads for the seasons ahead.
Use this page as a starting shelf for retirement, financial organization, investing, and client tools. The library is here to reinforce the conversation, not replace it.
Existing clients,
click here* to view your
consolidated account statements.
*You will be taken off our website to the Pershing statements login page. We are not responsible for the management or content of the linked webpage.
Financial Organization
Start by getting the pieces in one place.
For many clients, progress starts with turning scattered questions, statements, policies, and accounts into a clearer picture.
What to Bring
A simple guide to the types of documents and questions that may be useful for a first meeting.
View first meeting guideBeneficiary Review
Review account beneficiaries and family planning details that can easily fall out of date.
View articlesAccount Checkup
Use a financial review to identify duplicated accounts, old plans, or unanswered planning questions.
Schedule reviewInvesting Through the Seasons
Markets change. Your decisions still need a plan.
Use these resources to better understand market movement, risk, diversification, and the behavioral side of investing.
Market volatility
Resources for understanding market swings without letting short-term noise drive long-term decisions.
Portfolio review
Questions to ask when evaluating whether an investment approach still fits your time horizon and risk profile.
Long-term discipline
Educational pieces on staying grounded through changing markets and financial seasons.
Client Tools
Access, organize,
and stay connected.
Online Account Statements
Existing clients, click below to view your consolidated account statements. You will be taken off our website to the Pershing login page.
Client loginSchedule a Meeting
Need to review a question with the team? Request a meeting or call the Chicago office.
Full Library
Browse the broader client library for articles across financial planning, investing, retirement, and more.
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.
This site is designed to provide general educational information only and nothing herein should be construed as investment, legal, or tax advice or an offer to sell any product. Please be advised that presently Jay Cutrera holds series 6, series 63, series 7, and series 65 licenses in CA, FL, IL, IN, MI, MN, NY, TX, and WI. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.