Alan K Yee, Consulting

Personal Financial
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Because we can help you with your income tax return and your business dealings, we are already familiar with your financial concerns. That means we are in the unique position to offer you advice on various financial decisions. We can deal with other professionals in this area, but we are not tied to dealing with any particular organizations.

We can help you answer three basic questions:

  1. What is your current situation?

  2. Where do you want to go?

  3. How are you going to get there?

We can help you to make the most of your hard earned money while providing for contingencies. For example:

  •  What investments to make, particularly in light of tax regulations

  •  Help with deciding when to and how to refinance loans

  •  Evaluation of pension plans and how much to contribute

  •  Planning your life insurance needs and the value of your estate

  •  Determining you or your family's future financial needs

  •  Assessing the effects of a new business or change in career

Alan K Yee, Consulting
Business Consulting, Financial Management & Land Services
* 9664 Houston Hill Road * Fort Worth * TX * 76179