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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  • us flag kicked out us brokerage account
    January 5, 2026
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    • Articles
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    • Expats
    What To Do When You Get Kicked Out of Your US Brokerage Account – 2026 Update
    Let’s face it, no one likes being kicked out of the club or the popular group. Whether it was the cool kids’ lunch table or the popular country club, no one is a fan of being excluded. One area where this is happening more frequently in 2026 is for U.S. expats living abroad who are…
  • This blog talks about selling a home in Israel.
    February 10, 2026
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    • Articles
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    • Expats
    Living in Israel as an American Immigrant
    I’m a U.S. citizen and investment advisor who spent 23 years in New York building a business, Nardis Advisors, that’s still proudly headquartered there. But in 2016, I made the move back to Israel for deeply personal and family reasons. This article isn’t about urging you to pack up and move tomorrow. It’s simply a…
  • November 7, 2025
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    • Articles
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    • Expats
    Heading Into 2026: How the Strengthening Shekel Is Reshaping Life for American Olim
    The cost of living in Israel has always been a key concern for American Olim. And as we move closer to 2026, many are feeling the effects of a major financial shift, one that could impact your daily spending, retirement planning, and overall financial wellbeing. Unlike the favorable trends of 2023, where the dollar was…