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
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 »
Posted by Jerome Perkins | Sep 10, 2025
Leaving America What Happens to My IRA?
For many Americans, an Individual Retirement Account (IRA), also known as an ira account, is a cornerstone of retirement planning. But what if life takes you abroad? Whether you are…
Posted by Jerome Perkins | Sep 02, 2025
IRA Being Closed Living Abroad: What You Need to Know
For many Americans living overseas, the challenge of managing retirement savings goes beyond investment choices. For an American living abroad, there are unique financial challenges, such as dealing with inherited…
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 Jerome Perkins | Jul 15, 2024
Are IRAs Taxable in France?
Are you an American expat wondering if IRAs are taxable in France? Many Americans who currently – or are planning – to live in France have previously invested in retirement…