Financial Planning & Wealth Management for Americans Abroad
Investing for your future, wherever you live
Financial Planning for Expats
Americans abroad can leverage specific tax breaks and have access to broad investment opportunities. At the same time, expats face additional challenges for financial planning and managing their investments.
The US citizen-based tax system creates tax and compliance complexities
Currency and diversification considerations when living abroad impact portfolio decisions
Tax and other treaties affect the interaction between the US and the resident country
Expats often have questions and concerns beyond typical domestic issues
We are expat financial advisors specialized in working with Americans abroad.
At Expat Financial Solutions, we understand the financial challenges and opportunities of Americans living abroad. As expat financial advisors, we help our clients navigate the complex issues of financial planning. We provide experienced guidance to help you achieve your financial goals, no matter where you live.
Integrated Financial Planning and Investment Management Services for Expats
Financial Planning
Plan your financial future and steps towards your life and business goals
Investment Management
Choose and manage investments that match your goals
Schedule a call with one of our experts to discuss which service best meets your needs.
Why Work With Us
- Specialized in expats
- Transparent fees
- Payment options tailored to your needs
- Fiduciary duty to put your needs first
Get Started
Schedule a free introductory call with one of our financial planning and tax experts (CPA, CFP) to discuss your financial situation and goals and how our services could be a fit.
The call will allow us to understand the potential issues and opportunities of your specific financial situation as an expat and ways to address those.
