YeeCorp Financial & Insurance Services

Our Company

At YeeCorp Financial, we are dedicated to helping individuals and families pursue their financial goals. With over 25 years of experience, our team of experts is committed to providing sound financial and insurance advice to our clients throughout Hawaii, Kauai, and beyond. From asset management to retirement planning, our comprehensive services are designed to help you achieve financial peace of mind.

Our Team

Our team of financial professionals is comprised of experienced individuals who are passionate about helping others achieve their financial goals. Our staff includes professionals with extensive backgrounds in finance, insurance, and human resources. With a broad range of expertise, our team is equipped to provide expert guidance and support to our clients.

Our Services

At YeeCorp Financial, we offer a wide range of services designed to help you achieve your financial goals. These services include:

• Financial Services: We provide fee-based asset management services, helping you grow and protect your wealth.
• Insurance Services: Our robust selection of insurance products can help protect you and your loved ones from the unexpected. Whether you need life insurance, disability income insurance, or long-term care insurance, our advisors can help you prepare for the future.
• Employee Benefits: We offer a full menu of employee benefits services, including group health insurance, group dental insurance, group life insurance, and cancer and accident insurance. We can also provide key person benefits and solutions.
• HR Consulting: Our HR consulting services are designed to help companies strengthen their human resources administration, providing a full range of services from recruitment to employee benefits.
• Retirement Planning: Our retirement planning services are designed to help you achieve a secure financial future. We offer expertise in creating personalized retirement plans, including 401K plans and IRAs.
• Estate Planning: Our estate planning services can help you protect your loved ones and ensure that your assets are distributed according to your wishes.

Additional Resources

In addition to our comprehensive services, we offer a range of resources to help you achieve your financial goals. These resources include:

• Market Summaries: Stay up-to-date on market trends and indices with our regular market summaries.
• Calculators: Our calculators are designed to help you make informed financial decisions, including calculators for retirement planning, estate planning, and more.
• Glossary of Financial Terms: Our glossary provides a comprehensive list of financial terms and definitions to help you better understand your financial situation.
• Tax Resources: We offer a range of tax resources, including tips and advice on tax planning and preparation.