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

Do you hold any international financial planning certifications?

While we do not currently hold international certifications such as CFP® or equivalent, our experience and licensing in both Israel and the U.S. provide a deep, practical understanding of cross-border financial issues, which is often more relevant and valuable to our clients’ needs.

Can you work with my Israeli accountant and U.S. CPA?

Absolutely. We frequently collaborate with clients’ Israeli accountants and U.S. CPAs to coordinate financial, tax, and reporting strategies. This team-based approach ensures that your financial plan remains cohesive, compliant, and optimized across both countries.

Do you speak Hebrew fluently?

Yes. Our advisors are fluent in Hebrew, which allows us to communicate effectively with Israeli financial institutions, professionals, and clients who prefer to conduct business in Hebrew.

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

Navigate

Subscribe to Our Newsletter