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.
Read more »Expat Financial Advice Articles
Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about…
Keeping it simple
We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.
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Posted by Jerome Perkins | 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 Jerome Perkins | 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 Jerome Perkins | 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 Jerome Perkins | 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 Jerome Perkins | 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 Jerome Perkins | 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…
Posted by Jerome Perkins | Nov 18, 2024
US retirement accounts for American expats in France
Are you wondering what retirement accounts are available for American expats in France? Do you already have a 401k or IRA from a previous employer in the US? Or, are…
Posted by Jerome Perkins | Nov 12, 2024
Can Americans move to France?
Are you wondering if it’s possible for Americans to move to France? The answer is…yes! While it’s wise to be aware of the risks and challenges associated with moving overseas,…