Why Do U.S. Expats Need a Financial Advisor?

US expats face complex financial challenges, from navigating international tax laws to cross-border investments and estate planning. A specialized advisor endeavors to ensure compliance, minimize taxes, and optimize your wealth strategy, so you can focus on your life abroad with confidence.

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Services

Expert financial guidance for U.S. retirees navigating estate planning, social security, and financial security while living abroad.

Complimentary Initial Assessment

In this preliminary call, chat with one of our financial experts to determine which of our services best suit your unique needs.
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Estate Planning Diagnostic Session

$ 325 USD

Speak with one of our advisors to ensure your estate plan aligns with both U.S. and Israeli laws. Get expert guidance on protecting your assets, managing cross-border estate plans, and securing your legacy.

  • Review of essential estate planning documents (Will, Enduring Power of Attorney, Medical Directive)
  • Integration of U.S. and Israeli estate plans
  • Strategies for managing assets across both countries
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Social Security Diagnostic Session with Expert Tom Clark

$ 325 USD

Speak with Tom Clark, our social security expert. Receive guidance on Social Security benefits for U.S. citizens retiring abroad, including eligibility, foreign pension impact, and strategies to maximize your income.

  • Eligibility for Social Security benefits while living in Israel
  • Impact of foreign pensions on your U.S. benefits
  • Strategies to maximize your Social Security income
Schedule a Session
Sign Up for Our Free April Webinar

Social Security: Life After WEP

Join us April 3rd to discuss the abolition of the Windfall Elimination Provision and how that may put more money in your pocket! Expert speaker Tom Clark will discuss key points such as:
  • The significance of the abolition of WEP
  • How people collecting Social Security payments in 2024 that were reduced  by WEP will now be able to receive a refund restoring their full amount for that year
  • Why individuals who chose not to apply for Social Security in the past because of the large WEP reductions could now find it beneficial to do so
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Take Our 5 Day Email Course

A Practical Financial Guide For U.S. Retirees To Secure a Comfortable Life In Israel

Making Aliyah should be an exciting new chapter—not a financial challenge. This email course, created by financial expert Norman Chait, provides essential guidance to help Olim navigate their finances with confidence.
  • Settle in Israel quickly with full access to your money
  • Maximize your social security benefits
  • Retire stress-free with secure healthcare coverage and a well-organized will
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Check Out Our Articles

Keep up with our latest thoughts, updates, tips and case studies on expat finances.
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  • April 8, 2025
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    • The Dreidel
    The Dreidel – April 2025 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals, Welcome to the sixteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about about the current state of the US markets, and places this in a longer-term context. The US stock market has had a…
  • February 28, 2025
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    • The Dreidel
    The Dreidel – March 2025 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals, Welcome to the fifteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about all about the repeal of the Windfall Elimination Provision (WEP), and how it that could benefit retirees. Late last year, Congress passed…
  • January 20, 2025
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    • Moving to Israel
    What to Prioritize Financially When Moving to Israel 
    Moving to a new country can be overwhelming, with many items to take care of –  even more so when moving to Israel from the US.  Before we get started, we’ve written these blogs about moving to and living in Israel which you may enjoy. What to do when you get kicked out of your US…