Do you assist clients who split their time between Israel and the U.S.?

How often will we meet to review my financial plan?

We meet as often as needed—typically at least once or twice a year—to ensure your plan continues to align with your evolving goals, family situation, and market conditions. We also remain available throughout the year for questions, updates, or major life events that may affect your financial picture.

Can you advise on purchasing property in Israel as part of retirement planning?

Yes, we can advise on the financial considerations of owning real estate in Israel—such as liquidity, taxation, and exchange rate exposure. However, U.S. retirement accounts cannot directly purchase property abroad, so we help clients explore alternative, compliant strategies for achieving their real estate goals.

Can you coordinate with my U.S. CPA, Israeli accountant, or attorney?

Yes. We work collaboratively with your entire professional team—on both sides of the ocean—to ensure all aspects of your financial life are synchronized. Our cross-border coordination helps prevent gaps, redundancies, or tax inefficiencies that can arise when managing assets in multiple jurisdictions.

Do you assist clients who split their time between Israel and the U.S.?

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