Why Work With Our Expat Financial Advisors
By Expats, for Expats
Our team knows first-hand the opportunities and difficulties that arise when investing in multiple jurisdictions. We have lived the expat life. We are also licensed CPAs and CFPs. As expat financial advisors, we understand the questions and concerns our clients face.
Typical American expat financial situations we often advise on:
- Saving for retirement when working abroad and potential tax pitfalls
- Planning for retirement abroad
- Education savings
- International tax planning for multi-national families
- Savings and investment opportunities for international business owners, e.g. solo 401(k)
We will help you understand the challenges you face as an international investor and avoid costly pitfalls.
In addition to financial advisory, we have deep experience in international US tax through our sister company Online Taxman. We understand the tax implications of international investment options and help you avoid the tax pitfalls of foreign life insurance and other foreign investments.
With our extensive experience abroad in financial planning, business structuring, and tax compliance, we can provide holistic advice to our clients.
John Hamilton, CPA
Managing Partner
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Michael Mellott, CFP, CPA
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What is a CPA and/or a CFP?
Transparent Fees
Our fee structure is upfront and easy to understand.
We are a fee-only advisory firm. This means we do not receive commissions or compensation from any product or service provider we recommend. This reduces any conflicts of interest and ensures that you know how much you are compensating us. At Expat Financial Solutions, you don’t have to worry about hidden fees, commissions, or lock-in periods.
Payment Options Tailored
to Your Needs
Our recurring planning clients can pay us on a monthly basis, just like a subscription to Netflix.
This allows someone with lower asset levels to access the same financial planning as someone with more assets.
With this option, you don’t have to worry about Assets-Under-Management (AUM)-based fees, which can be cost prohibitive.
Fiduciary Duty
Our clients are the cornerstone of our firm. We are a Registered Investment Advisor (RIA) firm. This means we have an ethical and legal commitment to act in your best interest at all times.
Our fiduciary duty means that we must put your interests ahead of our own. We must offer low-cost solutions with strong performances, even if it means that we forgo extra fees we could collect from other products.
By working with a registered investment advisor firm like us, you protect your valuable assets and receive the highest level of client service for expat financial advice and planning.
Services
Financial Planning
Plan your financial future and steps to reach your life and business goals
Investment Management
Schedule a call with one of our experts to discuss which service best meets your needs.
