CFD INVESTMENTS

Welcome to Gettings Reed
Our Financial Planning clients are individuals starting their careers, young professionals, new entrepreneurs, successful business owners and fully retired individuals enjoying a different phase in their lives. Our business clients may be relatively new or multi-generational and include sole proprietors and organizations with over 1000 employees. 
We take a common sense approach to Financial Planning; a dynamic process which adjusts as your economic circumstances and life stages change. We employ Fee-Based Asset Management Strategies striving for objectivity. 
We have “grown up” with many of our business clients, assisting them in establishing their Employee Benefit and Retirement Plans and funding their Succession Plans for the next generation. 
Several of our individual and business clients rely on Reed & Company, PC for their professional accounting services. Together we established CEP Group, LLC as a means to provide comprehensive services and a single source for Wealth Preservation & Estate Planning.  
We appreciate our clients' confidence and we look forward to new business relationships.
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

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