William P. Gettings, CFP<sup>&reg;</sup> - Financial Advisor

William P. Gettings, CFP®

Partner

Gettings Reed Financial

672 Main St, Ste 300
Lafayette, IN 47901
FINANCIAL ADVISOR'S WEBSITE
(765) 234-6630 ext 02

General

William Gettings is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gettings Reed Financial in Lafayette, IN and the surrounding communities.

Financial Advisor Overview

We work very closely with the Advisory community, CPAs, and Attorneys

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Financial Advisor Experience

Extensive experience in retirement & estate planning as well as business succession planning

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

62, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: Indiana, Florida, Texas
  • Health/disability insurance: Indiana, Florida, Texas
  • Fixed annuities: Indiana, Florida, Texas
  • Variable annuities: Indiana, Florida, Texas

Broker-Dealer Disclaimer

Advisory Services offered through Creative Financial Designs, Inc., a Registered Investment Adviser.  Securities offered through CFD Investments, Inc., a Registered Broker Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd. Kokomo, IN 46902.  765-453-9600 

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources