Expat Financial Planning
Impact Financial Planners works with Americans living outside the US.
Living outside of the U.S can add some additional challenges and complications to your financial plan. We can help you navigate those situations so you can focus on what is most important to you.
We balance your currency and country investment exposure. We recommend investing in US brokerage accounts to minimize expenses and have the best security and regulatory protection.
We can evaluate your tax situation and the agreements between the US and the country where you live.
We also can help insure that your estate plan will meet your needs, in the U.S. an abroad.
We want you to enjoy the adventure of living abroad without having to worry about whether or not your financial plan will hold up throughout your journey. We can help you focus on what is most important to you.
We are even available to travel abroad to meet with you in person if the need arises.
Expat Financial Planning
Unbiased Fee Only Fiduciary
Expat Investment Considerations
Tax Planning
Estate Planning
AIO Financial is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.
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AIO Financial, 520-325-0769