Our Services
We are experts in US tax strategies for citizens living Spain and can help you create investment strategies that are unique to your situation.
As an independent advisory firm with fiduciary responsibility, our main service is financial planning. In addition to that, you have the option to add on portfolio management and tax preparation.
The financial planning process
includes three phases:
Phase One
Creating your plan.
Phase Two
Implementing your plan which includes portfolio management.
Phase Three
Monitoring and adjusting the plan as needed.
- Yearly financial and tax planning.
- Tax preparation.
Click each box for more details about the the three phases of our financial planning process.
1
Creating Your Plan
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2
Implementing Your Plan
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3
Monitoring Your Plan
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A 360° view with personalized recommendations on:
We will set you up for success as together we implement your financial plan. This might include:
Financial planning isn’t a set-it and forget-it process. That’s why we don’t just stop with planning and implementation, we see it through with monitoring and adjustments. Once you have implemented your plan, we will stay in touch to see how it’s going. You can call, email, or meet with us whenever necessary.
Economic conditions fluctuate and government regulations can change depending on who is in power. Additionally, personal life events such as marriage, divorce, children, inheritance, unemployment, or job advancement can impact your finances. Whether things change for the better or the worse, it’s important that together we proactively review your financial position in order to take advantage of new opportunities and minimize new risks as they arise.
If you’d like to know more, schedule a free consultation with us.
