Expat Financial Planning

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.