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Allen G. Yee
, RFC®
Guidant Planning Inc. 1499 Huntington Drive Suite 303 South Pasadena, CA 91030 USA Phone: 626 396 1650 Fax: 626-799-7030 Email: allen@guidantplanning.com Website: http://www.guidantplanning.com Fee Range or Basis: Qualifications: California Polytechnic University Pomona, Bachelors of Science College of Business, Finance Real Estate and Law. Emphasis in securities, finance and real estate. Years Experience: 21 Designations: RFC® , CEA Professional Associations: IARFC, FPA Financial Services Offered: Asset Protection Estate Planning Pension Planning Portfolio Management Retirement Planning Seminars/Workshops Tax Planning Tax Returns Prep. Financial Products Offered: Annuities CDs, Banking, Etc Charitable Foundations Disability Income Ins. Life Insurance Long Term Care Ins. Mutual Funds Stocks & Bonds Statement of Services: As a full-service, independent Registered Investment Advisor we offer investment management and financial planning services. Through our proprietary systems we provide strategies to help clients meet their financial objectives. We begin with a holistic view of one’s finances, and then lay out our methodology to begin with the discovery of your mission, values and goals. This discovery provides clarity on your situation before we complete a host of different analyses to find the right solution for you. We provide these creative solutions which leads to decisions. When implemented, we monitor and manage their results on a daily basis. Our hands-on management fosters confidence in the process of realizing your mission, values and goals. Securities Offered Through: First Allied Securities, Inc.Member FINRA, SIPC A registered Broker-Dealer. Investment advisory services offered through Guidant Planning, Inc., A Registered Investment Advisor. |
     
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