Expat Financial Planning

We help US Expats living anywhere in the world with investments and finances. We work with people in the process of planning a move out of the country and those already living abroad.

Living outside of the U.S can add some additional challenges and complications to your financial plan. We can help you navigate those situations so you can focus on what is most important to you.

We balance your currency and country investment exposure. We recommend investing in US brokerage accounts to minimize expenses and have the best security and regulatory protection.

We can evaluate your tax situation and the agreements between the US and the country where you live.

We also can help insure that your estate plan will meet your needs, in the U.S. an abroad.

We want you to enjoy the adventure of living abroad without having to worry about whether or not your financial plan will hold up throughout your journey. We can help you focus on what is most important to you.

We are even available to travel abroad to meet with you in person if the need arises.

Expat Financial Planning

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Expat Investment Considerations

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Tax Planning

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Estate Planning

Impact Financial Planners is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.

Tucson, AZ
(520) 325-0769
Las Vegas, NV
(702) 848-3033
Scottsdale, AZ
(480) 447-7790
Albuquerque, NM
(505) 372-1777
Palm Springs, CA
(760) 316-5977
West Palm Beach, FL
(772) 742-1677
St George, UT
(435) 538-9277
Boise, ID
(208) 408-0377
Honolulu, Hawaii
(808) 731-8659
El Paso, TX
(915) 671-1345
Beverly Hills, CA
(424) 358-5410
Rochester, NY
(585) 382-8377
Ventura, CA
(424) 358-5410
Boulder, CO
(720) 779-0275
Issaquah, WA
(425) 528-0877
Casper, WY
(307) 314-4877
Billings, MT
(406) 578-8527
Chicago, IL
(773) 938-3787
Portland, OR
(503) 714-3797
Charlotte, NC
(704) 980-7870

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