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

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

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
Get Lesson #1 For Free

Check Out Our Articles

Keep up with our latest thoughts, updates, tips and case studies on expat finances.
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  • June 12, 2025
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    • Articles
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    • Expats
    Navigating the Israeli Bankings System for Expats
    With Elton Mwangi For many Americans moving to Israel, opening a bank account is one of the first moments of financial culture shock. In the U.S., checking accounts are often free, so long as you maintain a minimum balance. In Israel, however, monthly maintenance fees are standard, and the system includes features that don’t exist…
  • April 28, 2025
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    • Articles
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    • Expats
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    • Market Insights
    Trump Tariffs: How will they affect U.S. Expats in Israel?
    With Elton Mwangi If you’ve been reading the news lately, you will most certainly know that the Trump administration’s stance on tariffs has plunged the global economy into a new era of uncertainty. But what may that mean for you as a US expat? Before we get started, we’ve written these blogs about moving to…
  • This image depicts a beautiful scene of Israel, a place that many who are retiring in Israel or who visit Israel may wish to behold.
    October 29, 2021
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    • Moving to Israel
    5 tips for US expats Retiring in Israel
    Retiring in Israel brings with it a host of questions. In this blog we will discuss the major concepts you may need to become familiar with if you are a US expat looking to retire in Israel.But first, make sure you download our checklist of what to know if you are relocating to Israel. https://www.youtube.com/watch?v=-RqHE89TJZc Resources for your…