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!
"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
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
CFD Investments, Inc.
Considerations: It is our practice to provide a complementary initial meeting
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