About Us
Diann Rice -Larry: Founder/CEO
"My mission is to inspire a transformative vision for your life. Backed by years of expertise as a financial fiduciary, I manage the funds I've earned alongside profits from astute marketplace investments."
The Team
"We specialize in guiding the creation and preservation of business value, expertly navigating liquidity planning with optimal tax efficiency, and strategically aligning business, ownership, and family objectives for a seamless transition during eventual sale or transfer. Every journey begins with a conversation – we delve into your aspirations and circumstances to develop a bespoke action plan, rigorously tested for effectiveness. Our services are comprehensive, ranging from comprehensive owner exit strategies to targeted initiatives like performance-driven incentive plans and robust business continuity and estate arrangements. Armed with an in-depth assessment of your current business valuation and future goals, we pinpoint opportunities to bridge the gap. Our strategies enhance business worth, mitigate risk, and streamline tax implications."
Our first steps together
"We initiate with a conversation that lays the foundation for our journey together. At GDI, this dialogue isn't just a starting point – it's a voyage of discovery. We dive deep to comprehend your aspirations, risk appetite, financial landscape, time horizon, and what truly holds significance for you. It's only by embracing every facet of your circumstances that our advisors curate a comprehensive wealth management plan, meticulously tailored to steer you towards your financial ambitions. Our approach at GDI celebrates individuality, ensuring that each plan isn't just a solution, but a bespoke masterpiece, intricately woven to match your unique canvas."