Our Approach
Information Gathering
Learning as much as we can about your unique financial situation. We gather key information such as your financial net worth, tax situation, debt obligations, and risk tolerance, as well as your personal goals and business/career objectives.
Planning
A careful construction of your unique pathway, creating an individualized and comprehensive plan to help you achieve your goals. When needed, we will happily work with your other advisors, attorneys, or insurance agents to help ensure each design is as complete as possible.
The Explanation
An easy-to-understand explanation of our analysis, logic, and recommendations.
Review & Adjustments
Once your plan is in place, we will periodically review it for needed adjustments. We understand that our lives and the financial markets are constantly changing and that financial plans are a “work in progress”. We also understand the need to build a long-term relationship so that information is not lost and the strategies stay consistent over time. We believe, and you may agree, consistency over time brings better results.
Relax
And lastly, we don’t want you to worry! We will keep the process easy for you and help you every step of the way. We are here to do the worrying for you!
Holistic Wealth Management
Our Difference
We Are:
- Consultants Not Dictators - We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
- Committed - We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
- Understanding - We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
- Educated - We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only… to better serve you with the latest in products, services, and tax strategies.
We Provide:
- Independent Products - We do not offer any proprietary products, we can choose from literally thousands of products in the financial services industry. The only caveat is that the products or services meet your needs and desires.
- Technology - View your account statements, account values, holdings, and transaction histories online. Use the online Client Vault to store all of your important documents, i.e. wills, trusts, tax returns, and account statements all in one place.
Daniel Yee
Independent Financial Professional
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.
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