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. We are comprehensive fee only (fiduciary) financial advisors.
We are comprehensive advisors and work with clients on: investment management, retirement planning, tax planning, insurance review, and estate planning.
We are compensated based on the assets we manage or on an hourly basis. We offer a free upfront meeting.
We have extensive experience living outside of the US. Let us help you with Expat investment and financial issues.
Bill Holliday, CFP®, AIF®, CSRIC™
Kataya Plett, WMS™
Linda Stratton, CFP®, EA, MBA
Head of Marketing
Social Media Marketer
Chief Operations Officer
We have clients throughout the world
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