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GDI Planning - Financial Planning in Green Bay, WisconsinGDI Planning is an independent firm offering comprehensive financial planning and portfolio management services in Green Bay, Wisconsin.
http://www.gdiplanning.com/
GDI Planning is an independent firm offering comprehensive financial planning and portfolio management services in Green Bay, Wisconsin.
http://www.gdiplanning.com/
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GDI Planning - Financial Planning in Green Bay, Wisconsin | gdiplanning.com Reviews
https://gdiplanning.com
GDI Planning is an independent firm offering comprehensive financial planning and portfolio management services in Green Bay, Wisconsin.
gdiplanning.com
Team | GDI Planning LLC
http://www.gdiplanning.com/team
How We Can Help. Meet our team, based in Green Bay, Wisconsin:. Steven Q. Adamski, CFP. Steven Adamski is the founder and President of GDI Planning, LLC, specializing in portfolio management and comprehensive financial planning services. Click to read more. Kathleen (Kitsy) Baumgartner, CFP. Kathleen (Kitsy) Baumgartner is the co-founder and partner of GDI Planning, LLC, specializing in financial planning, Social Security planning, and taxes. Click to read more. Click to read more. INX, OEX, IXIC, TNX.
GDI Planning - Goal-Driven Investing
http://www.gdiplanning.com/p/our-philosophy
How We Can Help. At GDI Planning, LLC, we understand that there are a number of things that matter to our clients, but there are only so many things that can be controlled. Our goal is to help our clients determine what elements they can control and develop a strategy to address them. Through a client-centered holistic planning process, we seek to educate you on many options and opportunities available so you can make informed decisions and feel confident in your financial future. INX, OEX, IXIC, TNX.
Tax Resources | GDI Planning LLC
http://www.gdiplanning.com/tools/tax-resources
How We Can Help. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. The data below reflects the previous day close. INX, OEX, IXIC, TNX. Market data provided by xignite. Sign up for my Newsletter.
Lifestyle | GDI Planning LLC
http://www.gdiplanning.com/resource-center/lifestyle
How We Can Help. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. Using smart management to get more of what you want and free up assets to invest.
GDI Planning - Your Partner in Financial Planning
http://www.gdiplanning.com/p/our-story
How We Can Help. Your Partner in Financial Planning. GDI Planning, LLC was founded by Steven Adamski, CFP. And Kathleen (Kitsy) Baumgartner, CFP. With the desire to help individuals and families develop sound investment strategies that can grow over the years while appropriately managing risk. We are committed to addressing our clients’ needs in a transparent and practical manner. Working with a select number of clients, we take the time to get to know them on a personal level and seek to build...Sign up...
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GDI Planning - Financial Planning in Green Bay, Wisconsin
How We Can Help. Customized Strategies, Objective Guidance. Investing for the Long-Term. A Team of Professionals Working For You. Working Together Toward One Goal: Yours. 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. Strategies For Managing Student Loan Debt. Have income that isn’t subject to tax ...
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