Daniel Yee
Independent Financial Professional
I am a Financial Planner dedicated to providing you with quality financial products and services, and being independent allows for much more flexibility in choosing what services are a perfect fit for what you need.
Independent simply means that I am not bound or restricted to use certain proprietary or company sponsored products. I have thousands of financial products available to me that I can use to best fit your unique financial situation and goal. This should be very important to you.
Equally important is my affiliation with Money Concepts International. They provide access to these products as well as a technology platform that helps me be efficient in the day-to-day activities. But most importantly they also provide a support network of education and experience which helps to sharpen my skills, and ultimately benefiting you.
You should know that you are very important to me. My livelihood resides in the satisfaction of my clients. I will strive to make you pleased with my service and I will work diligently to help you reach the financial goal that has brought you here.
Independent simply means that I am not bound or restricted to use certain proprietary or company sponsored products. I have thousands of financial products available to me that I can use to best fit your unique financial situation and goal. This should be very important to you.
Equally important is my affiliation with Money Concepts International. They provide access to these products as well as a technology platform that helps me be efficient in the day-to-day activities. But most importantly they also provide a support network of education and experience which helps to sharpen my skills, and ultimately benefiting you.
You should know that you are very important to me. My livelihood resides in the satisfaction of my clients. I will strive to make you pleased with my service and I will work diligently to help you reach the financial goal that has brought you here.