Our Company: YeeCorp

YeeCorp, Inc is an independent, non-OSJ branch office of United Planners. For over 35 years, we have helped companies and professionals with large estates, while developing personal and/or corporate financial plans designed to maximize growth opportunities.

We are dedicated to providing comprehensive financial and estate planning services to our clients. Only after we fully understand the complexity of our clients’ goals and objectives will we recommend a course of action or financial product. When our financial advisors are confident that the recommended action or product is suitable as a long-term solution, we will then optimize these strategies for our clients.

Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy, but rather, how assets should be allocated on the investor's attitudes, objectives, circumstances, and risk-taking capacity.

Our Commitment

With locations in Lihue, Kauai and downtown Honolulu, the team at YeeCorp is committed to serving our clients with the utmost objectivity and timely service. Our wide range of financial solutions allows us to help clients throughout the United States discover new opportunities designed to protect and grow their wealth.

Our Principle

Our practice was founded on the principle that education and understanding of one's current financial situation is vital to making prudent decisions. If you have any questions about your financial situation or wish to schedule an appointment with our team in Hawaii, send us an email or give us a call at (808) 245-5384.

Yee Family #WeAre100