Find the Certified Financial Planner™
Who's right for you.

William P. Gettings, CFP®

Gettings Reed Financial Services, LLC

672 Main St
Ste 300
Lafayette, IN 47901
Phone: (765) 742-7366 x22
Fax: (765) 423-4724

Web site

Household Income Minimum: $100,000
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Retirement
  • Succession Planning

 

About My Practice

Our clients usually meet us by referral due to a significant change in their life:  a new career, the loss of a loved one, retirement, etc. Typically they've reached a "tipping point"; they want a professional advisor to help them manage what they've spent a lifetime creating.

We'd like to get to know you; we'll learn about your family and your concerns, your current financial situation what you enjoy and what's important to you.  In a nut shell, we will listen!


 

Experience

"There is an infinite difference between a little wrong and just right, between fairly good and the best, between mediocrity and superiority..."
        ~ Orison Swett Marden

You'll notice immediately Gettings Reed Financial Services, LLC has a dedicated and experienced staff with deep roots in the community.  We'll focus on your Financial Plans so you can focus on those things important to you.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 62, 63, 65
Insurance Licenses
Life insurance: Indiana, Florida, Texas, Health/disability insurance: Indiana, Florida, Texas, Fixed annuities: Indiana, Florida, Texas, Variable annuities: Indiana, Florida, Texas
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU
Broker-Dealer Affiliation
CFD Investments, Inc.

 

How Planner Charges

Considerations: It is our practice to provide a complementary initial meeting