Your Life. Your Finances. Aligned.
Headquartered in Lafayette, Indiana and serving clients nationally, Gettings Reed Financial is a comprehensive wealth management firm committed to helping individuals and families achieve their financial goals. As an independent Registered Investment Advisory firm, Gettings Reed Financial provides investment management services, along with retirement, estate, and insurance planning. We cater to a diverse clientele of working professionals and retirees, offering guidance through all phases of life.
When you partner with Gettings Reed Financial, you can expect a relationship built on trust, integrity, and a deep understanding of your unique life goals. As a fiduciary, we are legally and ethically bound to always act in your best interest. With over 40 years of combined experience, we bring a wealth of knowledge to guide you through every financial stage. You'll have honest and transparent conversations with an investment partner who truly knows you – your values, your dreams, and your challenges. Our goal is to provide you with peace of mind, knowing that your financial future is in capable and caring hands.
“We are at our best when we listen, it helps us plan appropriately for the future you desire.”
Wealth Management Services
Portfolio and asset management
We take our responsibility seriously. That’s why we take advantage of cutting-edge technology, research and tools to manage your portfolio. We use our decades of experience and data to manage risk to create balanced, diverse portfolios that stand the test of time.
Charitable Giving
We understand the importance of making sure your donations make the biggest impact possible. We’ll help you set up the easiest and most tax-advantageous giving channels.
401(k) Plans
401(k) consulting services, from plan design and administration to investment management and employee education. We ensure compliance, integrate seamlessly with payroll, and offer fiduciary services to reduce employer burden. Our goal is to maximize retirement outcomes for both businesses and their employees through personalized support and expert guidance.
Retirement planning
Once we get to know you and your goals, we will help you map out a retirement plan with achievable steps to realize that vision. We'll review your progress and let you how we can help you stay on track.
Estate planning
We know you’ve worked hard to get to this point. You’ve created a foundation and a legacy for your family. We’ll help you create a plan of achievable steps including working closely with your legal and accounting team, choosing the right investment accounts, and setting up your beneficiaries.
Cash Balance Defined Benefit Plans
We specialize in Cash Balance Plans, helping businesses and individuals maximize retirement savings and tax benefits. We offer comprehensive plan design, expert administration, and seamless integration with existing 401(k)s. With our fiduciary commitment and 40+ years of experience, we provide the support you need to ensure compliance, offering you peace of mind in securing your financial future.
Tax planning
We examine the details of your tax return from an investment lens. We'll work closley with your CPA/Tax Advisor to ensure your investments are in sync with your tax strategy now, and the future.
Education/College Funding
Planning for your future, especially education, can be stressful. We’ve been there, too. We’ll take the pressure off by helping you design a goal-oriented plan for educational aspirations. We’ll take into account any available tax incentives to make sure you make the most of this essential investment in the future.
Let's Chat.
Use the form below to contact us regarding your legal enquiry. Please be as detailed as possible. Include your industry along with any specific requests. You may also email or call us to make an appointment.