CONNECTING YOU TO SPECIALIST EXPAT FINANCIAL ADVISORS

Are you an American living abroad?

Are you a U.S.-connected person?

Americans abroad
ABOUT US

Who we help?

We help Americans and U.S. connected persons. That’s our specialty. 
We don’t work with anyone else. 

Who is U.S. Connected?

How we help?

Our mission is simple; to connect you to the best financial advisor to meet your needs.

For the last decade we’ve been identifying advisors that serve the unique financial planning & investment advisory needs of Americans and U.S. connected individuals, wherever they are in the world.

Americans Abroad
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Americans Abroad
OUR SERVICES

What we help with?

Cross-Border Estate Planning

Cross-Border Planning for the Global American

Living abroad offers exciting opportunities and experiences, but it also comes with unique financial and legal challenges. At American Expat Advisors, we specialize in connecting you with cross-border planning tailored to the needs of Americans residing overseas.

Whether you’re grappling with taxation nuances, estate considerations, or investment strategies, our expert network is dedicated to ensuring your global journey is smooth and compliant.

Navigate the complexities of your international life with confidence and expertise by your side.

Retirement, finance and couple with budget on laptop satisfied with home expenses in New Zealand. H

Retirement Planning

Retirement Planning for the Global Citizen

Embracing the expatriate lifestyle doesn’t mean putting your future on hold. At American Expat Advisors, we understand the intricacies of retirement planning for Americans living abroad.

From factoring in dual taxation to optimizing international investment strategies, a holistic roadmap for your golden years can be crafted by experienced American Expat Advisors.

Secure your dream retirement, no matter where in the world you choose to call home.

 

Insurance for Americans expats

Insurance Considerations

Insurance Considerations for Expatriates

Navigating the insurance landscape from abroad can be a maze of unfamiliar terms and policies.

At American Expat Advisors, we demystify the complexities of global and local insurance options.

From health to property, and from travel to life insurance, our network gives you access to solutions tailored for American expats keeping in mind the unique challenges faced by Americans overseas.

Safeguard your peace of mind, no matter where your journey takes you.

Global business and communications

Integrated Tax Planning

Integrated Tax Planning for the Modern Expat

Balancing the tax codes of two nations? It’s a juggling act that requires expertise and foresight. At American Expat Advisors, we offer integrated tax planning solutions designed specifically for Americans living abroad.

Our holistic approach considers both your U.S. tax obligations and those of your host country, ensuring seamless compliance and optimized financial strategies.

Let us navigate the nuances, so you can focus on enjoying your international life.

 

Talk to Us

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LATEST UPDATE

News and Views

Blog

How Does the 2021 US Tax Deadline Change Affect Expats?

On March 17, the Treasury and the IRS announced that the 2021 federal income tax return filing deadline for individuals …

Blog

Investing as an Expat – What You Need to Know

Who of us hasn’t dreamed of moving abroad at some point? For some, the lure of exotic beaches or cosmopolitan …

Blog

Forbes – While living abroad, Americans can enjoy financial benefits.

Americans who make the decision to move abroad often do so because of their love of travel or passion for …

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