Expat Planners’ Services
To provide the best possible financial services, Expat Planners evaluates all parts of your financial situation.
- We evaluate your taxes to minimize your tax burden. We especially consider investment tax implications.
- We get a good understanding of your spending plan and retirement plan to determine your investment time horizon (when you need money).
- We review your insurance to make sure you are appropriately covered but not over covered.
- We look at your estate plan to insure that beneficiaries, will designations, and the structure of your estate plan effectively meet your desires.
Tap on our service categories below for details about each.
Investment Review & Management
Analyze your current portfolio
With you, construct an individualized diversified portfolio
Evaluate as many proposals as needed
Regularly review and re-balance
Tax Minimization / Deferral
Evaluate spending needs and retirement goals
Evaluate various scenarios of different income and expenses
Develop plans that meet income or expense objectives
Tax Planning & Projections
Review past tax returns
Discuss tax laws and ways to minimize your tax liability
Review current insurance coverage
Discuss insurance needs/options
If needed, help get quotes
Review existing estate plan
We review your estate planning documents to be sure the beneficiaries and personal representatives are up to date and meet your desires. We make sure you have complete documents so they are ready if needed. We discuss tax issues and how different assets will be transferred to be sure everything is as you desire.
If needed, help getting estate plan documents
Evaluate and advise on account beneficiaries
Expat Financial Planning
Expat Planners helps US citizens living abroad with investing, taxes, estate plans and other financial issues.
Unbiased Fee Only Fiduciary
Expat Planners does not sell any products or make money on transactions. We are unbiased and work on your behalf
Expat Investment Considerations
Sustainable, Responsible, Impact Investing (SRI)
Real Estate Investing
Expat Planners helps people relocate to Mexico for inexpensive: long term care, retirement, virtual working
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