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


Expat Investment Considerations


Tax Planning


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
Beverly Hills, CA
(424) 358-5410
Portland, OR
(503) 714-3797
Boulder, CO
(720) 779-0275
Las Vegas, NV
(702) 848-3033
Issaquah, WA
(425) 528-0877

Get the free Sustainable, Responsible, Impact Investing Guide

Learn about Sustainable, Responsible, Impact Investing with our free eBook. By impactfinancialplanners.com

520-325-0769, bill@impactfinancialplanners.com impactfinancialplanners.com

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