Effective Date: July 14, 2025
Welcome to American Expat Advisors (https://americanexpatadvisors.com). By using our website, services, or content, you agree to these Terms of Service. Please read them carefully before using this site.
1. About American Expat Advisors
American Expat Advisors is an educational and marketing platform designed to help U.S. citizens living abroad and U.S.-connected individuals understand their options regarding U.S.-based retirement accounts—particularly old or dormant 401(k) plans.
We are not a licensed financial, legal, or tax advisory firm. We provide educational content and refer qualified individuals to independent, U.S.-licensed financial advisors who are experienced in working with expats.
2. Educational Use Only
All content on this website is intended for informational and educational purposes only. Nothing on this site should be interpreted as financial advice, tax guidance, legal recommendations, or investment advice.
Always consult with a licensed financial advisor, tax professional, or legal expert regarding your individual situation.
3. Use of This Website
By accessing or using this website, you agree to:
- Use the site for lawful purposes only.
- Not copy, distribute, or reproduce any part of the website without prior written permission.
- Not interfere with the website’s functionality, security, or accessibility.
We reserve the right to restrict access, terminate use, or remove content at our sole discretion.
4. Advisor Referrals and Compensation Disclosure
When you fill out a form on our site, we may refer you to a U.S.-licensed financial advisor who is experienced in cross-border financial issues.
- We may receive a referral fee or marketing compensation from the advisor if you choose to engage their services.
- We do not receive commissions from investment products.
- We do not offer financial advice, manage investments, or act as a fiduciary.
- Your relationship with any advisor is governed entirely by that advisor’s own disclosures, contracts, and professional standards.
5. No Advisory Relationship
Submitting your information on our website does not create a client relationship with American Expat Advisors. We are not responsible for the actions or outcomes of any third-party financial professionals you may engage with.
6. Third-Party Links and Resources
Our website may include links to external websites, tools, or services. These links are provided for convenience and informational purposes only.
We do not control or endorse any third-party content, and we are not responsible for their practices, security, or accuracy. Please review their terms and privacy policies separately.
7. Privacy and Data Use
Please refer to our Privacy Policy to understand how we collect, use, and protect your personal information. We take privacy seriously and only share your data with referred advisors in accordance with your consent.
8. Limitation of Liability
To the fullest extent permitted by law, American Expat Advisors is not liable for any damages, losses, or liabilities—direct or indirect—that may result from your use of this site or from engaging with any referred advisor.
You use this website at your own risk.
9. Changes to These Terms
We may update or revise these Terms of Service at any time. Changes will be posted on this page with an updated effective date. Continued use of the site after changes are made constitutes your acceptance of those changes.
10. Contact Information
If you have any questions about these Terms of Service or our referral process, please contact us:
📧 Email: support@americanexpatadvisors.com
🌐 Website: https://americanexpatadvisors.com
Disclosure
American Expat Advisors is an educational and marketing platform. We are not a licensed financial advisory firm. We refer individuals to independent U.S.-licensed financial advisors who specialize in serving Americans living abroad. We do not provide financial, legal, or tax advice. Please consult a qualified professional regarding your individual situation.