What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
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Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about
Getting results
Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.
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Posted by Ryan Frost | Jul 07, 2025
Moving to Bordeaux as an American: Guide for a Successful Relocation
Thinking of moving to Bordeaux as an American? Bordeaux is more than just vineyards and charming streets. It is a beautiful city located in the Aquitaine region of south-west France,…
Posted by Ryan Frost | Jul 03, 2025
How to Hedge Against a Declining US Dollar (USD)
The US dollar has long been a global financial pillar, but in an increasingly complex economic landscape, its value is not immune to fluctuation. Rising interest rates, geopolitical uncertainty, inflation…
Posted by Ryan Frost | Jun 17, 2025
Managing Your 401(k) from Germany: What Every U.S. Expat Needs to Know
Relocating to Germany is a bold and rewarding move, but as a US expat, you may be left wondering what happens to your retirement savings—especially your 401(k). US expats face…
Posted by Ryan Frost | Jun 12, 2025
U.S. Expat Financial Advisor in Munich: 2025 Guide
Looking for a U.S. Expat Financial Advisor in Munich? Moving to Munich is an exciting adventure. From the cobblestone streets of Altstadt to the cultural richness of Bavaria, life in…
Posted by Ryan Frost | Jan 20, 2025
As a French expat, do my years working in the US count towards my French retirement?
Are you looking forward to a peaceful retirement back in France after a career in the United States? Are you worried that your American social security contributions won’t be included…
Posted by Ryan Frost | Jan 14, 2025
Is there a way to avoid French inheritance taxes?
Are you an American considering the move to France, but looking for a way to avoid the steep French inheritance tax? An effective solution is Monaco, and its very favorable…
Posted by Ryan Frost | Dec 16, 2024
How to invest as an American living in France – comprehensive guide
Wondering how to invest as an American living in France? Are you overwhelmed by the French investment options as well as the stringent US restrictions ? US expats living in…
Posted by Ryan Frost | Dec 09, 2024
Assurance Vie for US expats in France
Have you been wondering if there are assurance vie for US expats in France? Have you heard of the harsh PFIC rules leaving Americans with limited options? Assurance Vie for…
Posted by Ryan Frost | Dec 02, 2024
Tax-Free Roth Conversions for US Expats
Are you a US expat living overseas looking to do a Roth conversion? Did you know there is a way for Americans to do tax-free Roth conversions when living overseas?…
Posted by Ryan Frost | Nov 25, 2024
Stocks or Bonds? – Investment basics
Are you new to investing and wondering what is the difference between stocks and bonds? Are you also wondering which one to invest in? Stocks and bonds make up the…