1499 Huntington Drive, Suite 303, South Pasadena, CA 91030

contact@guidantplanning.com

Home
About Us
Services
Events
Insights

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: (626) 396-1650

Toll-Free: (800) 332-8552

Fax: (626) 799-7030

1499 Huntington Drive

Suite 303

South Pasadena, CA 91030

contact@guidantplanning.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Allen G. Yee, CFP®, CWS® offers Securities and Advisory Services through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC. Guidant Planning, Inc. and United Planners are independent companies.

Allen G. Yee, CFP®, CWS® is registered to conduct securities business in AZ, CA, MD, NV, NJ, PA, & TX. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than Arizona, California, Illinois, Maryland, Nevada, New Jersey, Pennsylvania and Texas.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.