American Expat Planning

We provide comprehensive financial planning services to Americans, by specializing in planning for Americans who are living and working abroad and need professional and trustworthy assistance with their financial life goals. As Fee-only financial planners, we are always operating as your fiduciary. As your fiduciary, we must legally give advice that is in your best interest. Another explanation for a fee-only financial planner would be a "no commission" advisor. Fee-only planners can only receive compensation directly from the client (like a CPA or an attorney) versus being paid by commissions from products a financial advisor, sales agent or broker would sell. By utilizing state of art technology we provide advice and support real-time 24 hours a day. Each of our clients receives their own unique financial planning portal and secure log-in access.