Guidant Planning is a comprehensive financial planning firm focused on holistic financial planning. Our goal is to understand you – not just your investments and your financial situation – so that we can create a financial plan that will help you achieve your personal and financial goals.
Allen Yee, our principal, is dedicated to the goal of helping you achieve a meaningful and rewarding retirement. Allen’s wealth of experience and educational background make him uniquely qualified to help you map out your financial route. For more than 20 years, he’s worked with retirees throughout the San Gabriel Valley, providing holistic and comprehensive financial planning services.
We view financial planning as a journey, not a goal. In the beginning, building a relationship with you involves in-depth discussions of your personal vision and life goals. We also analyze your current financial situation to develop a complete picture of where you are today. The process includes evaluating your insurance policies, investments, retirement plan, annuities and trusts as well as looking at your tax and estate-planning situation.
Once your financial plan is complete, we work with you to find the best ways to implement your financial plan into a concrete strategy. On an ongoing basis, you can monitor your progress through our GPS Dashboard, a tool that tracks your investments and stores your financial data and important documents. We’re active partners in that process, tracking your investments and all the pieces of your financial plan so we can capitalize on opportunities and take care of any potential problems.
As you move towards and into retirement, we’ll help you adjust your course as needed. If your finances, needs or situation changes, we’ll be there to adjust the course to help you achieve your goals. With Guidant’s help and direction, you’re on your way towards achieving a financially and personally fulfilling retirement.