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Expat Focus : US Investment Advice
Expat US Investment Advice

Expat Focus is pleased to offer the services of a U.S. Registered Investment Advisor, Chartered Financial Analyst, and Certified Financial Plannerâ„¢ professional. Our advisor has over ten years expatriate portfolio management and financial planning experience and has clients on four continents in over a dozen countries.

Services include: Investment management of US or offshore accounts, retirement planning and other financial planning services for US citizens living abroad or US residents of any nationality, taxation services for US expatriates, UK pension transfer to the US or elsewhere.

Specialty services provided in conjunction with other US financial firms include: Obtaining US Green Cards and permanent residence through investment, pension and benefits plan setup and administration for companies starting operations in the US.




















Request for quote/advice (please include as much detail as possible):


Information on services provided

What is meant by "independent" and what should it mean to me?
An independent financial adviser is one who acts on behalf of his/her client, rather than working as an agent of any one financial institution. This means that the client can receive unbiased advice regarding a number of products and product providers to ensure that the client can choose from the best of the market

What do the above services cost?
Independent financial advisers and other finance professionals either charge a fee for their services or earn commission on the products they sell. The exact nature of their charging structure will be determined by your own circumstances and requirements but this will always be made clear to you at the start. There is no charge or obligation for submitting a request for advice, this will simply enable the appropriate adviser to establish whether or not they can be of assistance and outline their charging structure. The choice is then entirely yours as to whether to proceed or not.


Disclaimer

Nothing on this web site should be interpreted as a buy, sell or hold or other investment recommendation.

VISITORS ARE STRONGLY URGED TO CONSULT WITH A QUALIFIED FINANCIAL ADVISOR BEFORE MAKING ANY INVESTMENT DECISION. NEITHER EXPAT FOCUS NOR ANY PERSON INVOLVED WITH THE RUNNING OF THIS WEBSITE CAN BE HELD RESPONSIBLE FOR ANY INVESTMENT DECISIONS MADE BY OUR VISITORS. BY SUBMITTING THIS REQUEST FOR INDEPENDENT FINANCIAL ADVICE YOU AGREE TO THE ABOVE STATEMENTS.

 
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Tales from a Spanish village - Killer Caterpillars
Victoria Twead
Learning the Lingo
Toni Hargis

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 Expat Focus Blog
· Toni Hargis: Learning the Lingo
· Victoria Twead: Tales from a Spanish village - Killer Caterpillars
· Ask The Expert - Marc Strohl, US Tax Specialist
· Expat Experiences: Ghana - Drew Cosgrove
· Expat Experiences: Netherlands - Tiffany Jansen
· Expat Experiences: Netherlands - Anne Galloway
· Expat Experiences: Brigid - Cairo, Egypt
· Expat Experiences: Spain - Fred and Arpi Shively
· Expat Experiences: Paris, France - Sion Dayson
· Interview with Nick Digby, Echo-Xpats (Dubai) - 26/02/10

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DISCLAIMER: Nothing on this web site should be interpreted as legal advice or as a buy, sell, hold or other investment recommendation. Visitors are strongly urged to consult with a qualified legal or financial advisor before making any decisions. Neither Expat Focus nor any person involved with the running of this website can be held responsible for any decisions made by our visitors.

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