GP 8 Points

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1. Who are you?

We are Guidant Planning, Inc., an independent wealth management company that uses a holistic/comprehensive approach to diligently plan out your financial future in order to meet your goals.

2. What do you do?

We help navigate you towards your financial independence through our holistic/comprehensive planning process. We help you first to define your goals, and then we plan how to get you there.

3. Why do you do what you do?

Times are as uncertain as ever. We are sailing through uncharted and unpredictable waters. Guidant Planning wants to help you protect and grow all that you have worked hard to obtain. And when the time comes, to ensure your financial legacy lives on.

4. Who do you do it for?

Guidant Planning can help people through many different stages of life. However, we best serve those who have entered or are preparing to enter the stage of retirement. This should be a rewarding stage, and we want to help ensure that is possible.

5. How do you do what you do?

We utilize a wide spectrum of strategies to move you in the direction of financial independence and generate income during retirement. Through various investments, diligent planning, and keen tax efficiency Guidant Planning can explore multiple avenues to help you reach your financial goals.

6. How are you different?

We understand that each person’s voyage through life is a unique journey. Therefore we help you designed a unique plan using a balanced strategy that reflects your goals, needs, and risk tolerance.

7. How long have you been doing this?

With over 20 years of experience in the financial services industry, Allen Yee has assisted hundreds of families and professionals in moving closer to their financial goals. His experience free

8. Why should I do business with you?

Our holistic strategy allows us to make informed decisions based not only on numbers, but the lifestyle you wish continue into retirement, and the future you want to provide for your loved ones.