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At GDI Planning, LLC, we believe everyone needs a financial plan in order to set, pursue, and reach their goals. We strive to help clients identify appropriate and realistic financial objectives and develop a plan that may help them pursue and reach them. We understand that each client’s needs and goals are unique. As a result, we are dedicated to creating customized strategies that fit the client’s circumstances and can grow with them through the many milestones of life.
Many individuals and families aren’t armed with a financial plan because they don’t know where to start or how to find an objective and trustworthy advisor. They may not have the time or knowledge to manage their assets on their own or worry a large firm may not be able to provide them individual attention. We seek to solve this problem by working closely with our clients and developing strategies that can withstand fluctuations in the markets or unexpected life events.
As an independent firm, we seek to serve as a team that clients can trust to manage their assets so they can instead focus on their passions in life. Whether a client is concerned with not having enough money to last through retirement or has questions about investment strategies, we can help. Specializing in portfolio management and financial planning, we can help answer questions clients may have, such as:
Our goal is to help clients develop a financial roadmap and feel confident with their investment strategy. By offering education and guidance, we strive to help clients make wise decisions to help them pursue financial independence.
