Working with Expats, like myself, I’ve found that we are not most advisers typical clients. Most clients do not have multi-currency requirements, family in foreign jurisdictions, little to no experience with U.S. taxation (and reporting requirements), or a need to consider international schooling or maintaining foreign assets. While our planning needs are similar, education, large purchases, retirement, tax planning, our road to achieving these goals can be very different. Feel free to contact me and we’ll see if we can work together to achieve your goals. We are happy working with international advisers and have a network of advisers if you need a specialist in an area we don’t cover directly.
Hibernian Financial Planning, LLC., was founded to meet the needs of the many expats living here in the U.S. who are tired of conflicted financial advisors with hundreds of clients and who can’t take the time to understand their unique situation. Additionally, in full compliance with the local law in their country of residence, Hibernian Financial is proud to serve U.S. taxpayers living outside of the U.S. Many Expats have rich complex lives and need someone who understands that complexity and can help them figure out how to best navigate a complex and foreign financial system, Hibernian Financial is that firm.
With over 25 years of serving individuals, couples and families from all over the world are helping U.S. taxpayers to manage their complex global affairs. I hope we can meet to discuss your needs and how I can best help you. Please feel free to contact me if you have any questions. I’m always happy to meet new people and learn about their situation. We can meet in person or via video call from wherever you are.