Guidant Planning is defined by independence, objectivity, experience and it’s holistic approach to planning. You won’t experience the hard sell here. Instead, our job is to evaluate your current financial situation, discuss your financial goals with you and craft a plan designed to meet those goals, making use of appropriate financial strategies. «Learn more
- Guidant Difference
Allen G. Yee, CEA, RFC
Financial Planning Process
Why Guidant Planning?
- As a Certified Estate Advisor and Registered Financial Consultant, Allen places objectivity at the center of the planning process. His job is to objectively assess your financial situation and recommend the best financial strategies to carry out your individual financial plan.
- For over 20 years, Allen has dedicated himself to guiding others to achieve their retirement dreams. He founded Guidant Planning in 1999. His experience in the areas of financial planning, estate planning and investment management place him among the elite.
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