GDI Planning, LLC began as GDI, LLC in 2010 by Steven Adamski, CFP®. In 2013 Kathleen (Kitsy) Baumgartner, CFP® joined Steven Adamski in creating GDI Planning, LLC.
At GDI Planning, LLC, we are dedicated to serving our clients. Many firms have forgotten that we are all individuals and that no two people are the same. Individualized attention and education are essential to the understanding and working of a financial plan. GDI Planning, LLC understands how important this step is and provides the time, resources, and clarity.
We are an independent firm that does not have quotas or specific products to sell. Instead, we offer personalized service and develop strategies based on a client’s individual needs and goals. With the support of LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation, we have access to a wide range of investment strategies and products.*
We are committed to addressing our clients’ needs transparently and practically. Working with a select number of clients, we take the time to get to know you and your family personally, seeking to build long-lasting relationships. If you are looking for personalized financial guidance, we invite you to consider adding us as your planning partner.
WORKING WITH A CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
At GDI Planning, LLC, Steven Adamski is a CERTIFIED FINANCIAL PLANNER™ professional, which means he puts his clients’ needs and goals first and only offers appropriate services to their financial situation and objectives. Working with a CERTIFIED FINANCIAL PLANNER™ professional provides additional competence and knowledge.
At GDI Planning, LLC, we are dedicated to serving our clients. Many firms have forgotten that we are all individuals and that no two people are the same. Individualized attention and education are essential to the understanding and working of a financial plan. GDI Planning, LLC understands how important this step is and provides the time, resources, and clarity.
We are an independent firm that does not have quotas or specific products to sell. Instead, we offer personalized service and develop strategies based on a client’s individual needs and goals. With the support of LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation, we have access to a wide range of investment strategies and products.*
We are committed to addressing our clients’ needs transparently and practically. Working with a select number of clients, we take the time to get to know you and your family personally, seeking to build long-lasting relationships. If you are looking for personalized financial guidance, we invite you to consider adding us as your planning partner.
WORKING WITH A CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
At GDI Planning, LLC, Steven Adamski is a CERTIFIED FINANCIAL PLANNER™ professional, which means he puts his clients’ needs and goals first and only offers appropriate services to their financial situation and objectives. Working with a CERTIFIED FINANCIAL PLANNER™ professional provides additional competence and knowledge.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
