Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Indiana > Terre Haute > Gene E. Griffin, CFP®, RFC
Find the Certified Financial Planner™
Who's right for you.

Gene E. Griffin, CFP®, RFC

Capital Planning Systems, Inc.

1190 E Canvasback Dr
Terre Haute, IN 47802
Phone: (812) 299-8900
Fax: (812) 299-0800

Toll-free: (800) 358-5126

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

Considerations: AUM greater than 1 Million is 1%

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.