Your Income Deserves A Strategy
Many families earn good money but never receive real financial guidance. A Comprehensive Financial Review helps you understand what you have, what you're missing, and how to protect your future.
Your Guide
Meet Alan
Alan McCoy
Licensed Financial Professional
As a Financial Professional with Yellowbrick Financial, Alan is committed to helping individuals and families build clarity, confidence, and control over their financial future.
With a client-first approach rooted in education and transparency, Alan focuses on helping clients understand their financial decisions and how each piece of their strategy works together. Supported by a collaborative team and a proven planning process, Alan works alongside a dedicated team to identify gaps, uncover opportunities, and implement properly structured strategies.
At Yellowbrick Financial, we believe structure matters — nearly 88% of policies are set up improperly, leaving gaps in growth and protection, which is why we do things differently. We are the 12% who build with purpose, designing strategies that are properly structured for both growth and protection.
How It Works
Welcome To Yellowbrick Financial
Yellowbrick Financial helps individuals and families build strong financial foundations through education, strategy, and properly structured financial solutions.
Long-term Planning
Building a roadmap for your financial future with clear milestones and strategies.
Protection Strategies
Safeguarding your family and assets against unexpected life events.
Financial Education
Empowering you to make informed decisions about your money and investments.
Building Accessible Wealth
Creating pathways to grow and access your wealth when you need it most.
How It Works
Easy Process to Get Started
Streamlined steps to navigate and discover your perfect financial plan effortlessly.
Review Your Current Financial Structure
We start by understanding where you stand — your income, assets, insurance, and existing plans.
Identify Gaps in Protection or Efficiency
We look for blind spots: coverage gaps, tax inefficiencies, and risks that could derail your progress.
Explore Tax Efficiency & Wealth Protection
We present approaches tailored to your situation — not generic advice, but strategies built for your life.
Build a Plan for Your Long-Term Goals
We map out a clear path forward so you know exactly what steps to take and when to take them.
Meet Our Leadership Team
At Yellowbrick Financial, every client benefits from the support of a dedicated leadership team. Our advisors collaborate with experienced case planners and client service specialists to ensure each strategy is thoughtfully designed and properly implemented.
This team approach allows us to deliver consistent guidance, personalized planning, and long-term support for the families we serve.
Gene Santos
Chief Executive Officer
Senior Financial Professional
Kimberly Clement
Chief Operating Officer
Senior Financial Professional
Jasmine Clement
Chief Technology Officer
Lead Case Manager
Get Started Today
Take the First Step Toward Financial Clarity
Schedule your complimentary Comprehensive Financial Review. In one conversation, you'll gain clarity on where you stand and what steps to take next.
unlock the living benefits of life insurance
A New Look On Life
Why Your Insurance Policy May Be An Overlooked Asset
Discover how life insurance can help:
When you count your assets, do you include life insurance? People don't often think of life insurance as an asset — but it can be! This brochure can help you understand the power of life insurance, including its ability to:
• Protect you against future tax rate hikes
• Unlock benefits you can use while still living
• Offer predictable value unaffected by daily market swings
• And so much more!
Client Experiences
What Clients Say About Working With Us
© 2026 Yellowbrick Financial. All rights reserved.