GDI Planning LLC Information

GDI Planning, LLC is an independent firm offering comprehensive financial planning and portfolio management services. In today's world, we understand how overwhelming planning for your financial future can be. Everyone has unique needs and with fluctuating markets and conflicting information shared online and in the media, it can be difficult developing a strategy that can grow with you over the years. At GDI Planning, LLC, we are dedicated to helping our clients connect their investments with their financial planning, creating comprehensive and customized strategies that align with their unique needs. Working closely together, we seek to build trusted and long-lasting relationships with our clients. By providing ongoing support, guidance, and education, we strive to help clients feel confident in their financial futures and have the knowledge to make intelligent investment decisions. Wherever you are on your financial path, we can help you stay on track and pursue your goals, from building a diversified portfolio to retiring. Based in Green Bay, Wisconsin, we not only work with clients throughout the state, but also across the country.