GDI Planning LLC

GDI Planning LLC is a Financial Planner in Allouez, WI, located at 1595 E Allouez Ave # 2. The firm serves individuals, families, and business owners in Green Bay, Wisconsin, and across the country. It offers comprehensive financial planning and portfolio management services, focusing on long-term planning and risk management to help clients build and maintain investment portfolios through life’s milestones. The firm holds a 5.00 rating based on customer reviews.

The firm began as GDI, LLC in 2010 by Steven Adamski, CFP®, and became GDI Planning, LLC in 2013 when Kathleen (Kitsy) Baumgartner, CFP®, joined. As an independent firm, it does not have quotas or specific products to sell, instead offering personalized service and strategies based on individual needs. The team utilizes RightCapital software to enhance client financial lives with tools to illustrate concepts and explore possibilities. Steven Adamski is a CERTIFIED FINANCIAL PLANNER™ professional who puts clients’ needs first. Debra Martin serves as Administrative Assistant, managing the office. The firm is supported by LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation, providing access to a wide range of investment strategies and products.

Services include wealth management, estate planning, tax planning, and retirement planning. The firm helps create diversified investment portfolios using stocks, government securities, and Exchange Traded Funds (ETFs). It assists with preserving assets, transferring estates, and coordinating with attorneys and CPAs. The team works on strategies for transitioning into retirement, building steady income, and Social Security claiming. They review strategy options, educate clients on pros and cons, and develop realistic plans based on market research and risk tolerance. Ongoing reviews and rebalancing are provided to adjust for market fluctuations and personal changes.

The business maintains a positive rating from the customers who have reviewed it.

GDI Planning LLC brings independent, certified financial planning expertise to Allouez, helping local residents navigate complex financial decisions with personalized guidance.

BizScoreAI gives GDI Planning LLC a Technical score of 86 out of 100, which ensures the website is technically sound and secure so search engines can read it without errors. The firm also achieves an Authority score of 75 out of 100, showing who is behind the business to build trust with AI assistants and search engines.