Are you licensed to give financial advice in both Israel and the USA?

Do you specialize in cross-border financial planning?

Yes. Cross-border financial planning is our core specialty. We focus on helping clients who have financial lives that span both Israel and the U.S., including tax coordination, retirement income planning, currency management, and investment strategies tailored to dual-country regulations.

Do you understand U.S. tax laws affecting retirees in Israel?

Yes. We have a strong understanding of U.S. tax laws as they apply to American citizens living abroad, including those residing in Israel. We work closely with U.S.-based CPAs who specialize in expatriate taxation to ensure that your investments and income strategies remain tax-efficient and compliant.

Are you a fiduciary, and what does that mean in practice?

Yes, we act as fiduciaries for our clients. This means we are legally and ethically bound to put your best interests first at all times. Our recommendations are based solely on what benefits you, without any hidden incentives, commissions, or product-based conflicts of interest.

Are you licensed to give financial advice in both Israel and the USA?

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