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

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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 15, 2026
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Articles
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Expats

Kicked Out of Your US Brokerage Account? Here’s What You Can Do:

Can I continue to hold my US brokerage and retirement accounts once I leave the US to move overseas ? The good news is that in principle, not only can you keep your US brokerage account with a US bank or custodian, but in most circumstances it makes sense to do so, especially in the…
April 16, 2026
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Articles
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Expats

13 Social Security Facts For 2026

In the spirit if the penultimate song in the Passover Haggadah, here is a fresh look at some key aspects of Social Security for US expats living in Israel. But first, if you’re new to life in Israel, check out our other helpful reads on moving abroad, cross-border finances, and tax-smart planning for expats: What…
April 17, 2026
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Case Studies
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Expats

Discovering the Retirement Account of a Deceased Spouse

We welcomed a new client who had moved back to Israel from the US after the passing of her husband. Morgan Stanley could no longer hold her Individual Retirement Account (IRA). We transferred this to Pershing, our primary custodian and began to manage the account. The couple had worked for over ten years in the…