FINANCIAL PLANNING

Planning for the future doesn't stop when you move abroad. I provide retirement savings solutions and will work with you on planning for short-term and long-term goals and expenses.

INVESTMENTS

Investment firms are closing their doors to Americans overseas. At EurekaWealth Management, I use a global investment platform which allows for professional money management while you're abroad.

INSURANCE

It can be challenging to find the insurance you need while abroad. We research  broker health, life, and long-term care and will help guide you to make the decisions that protect you and your family.

Financial planning for expats

 

Comprehensive planning around your goals includes an understanding of your assets, liabilities, income, and expenses. There, I can determine your path to retirement or help implement strategies if you’re already in retirement.

 

  • Net worth & cash flow analysis: This may include debt payoff strategies or strategizing the sale of assets in order to purchase real estate. I will review ownership of assets as this impacts your estate.
     

  • Retirement planning: Calculate how much you need to save to reach your retirement goals. Strategies may include using tax-advantaged accounts, such as IRAs. This also includes a Social Security analysis.
     

  • Investment planning: Analyze your current portfolio and prepare an investment plan that meets your risk tolerance, time horizon, and compliance requirements. This includes semi-annual reviews.
     

  • Tax & estate planning: I coordinate with your tax and legal professionals and illustrate strategies that may improve your tax and estate situation. This may include charitable giving strategies or funding a trust.
     

  • Insurance planning and strategies: Expats often find themselves without adequate insurance. After determining your protection needs and potential gaps, I do the research to see how you can get covered. This includes health coverage, life, disability, and long-term care.
     

  • Small business: Strategies may include setting up a retirement plan to reduce your tax obligation, a review of business risks, and planning for succession.
     

More and more investment firms are not allowing expats to own mutual funds. Investing offshore is expensive and complicated. Not notifying your financial institution of your non-U.S. address may result in the liquidation of your account, causing a tax nightmare. We are an expat-friendly investment firm with the mission and capabilities to keep you compliant and have peace of mind.

Matthew Davis is a CERTIFIED FINANCIAL PLANNER™ and Accredited Portfolio Management Advisor℠. He graduated from San Francisco State University in Economics and worked in finance for the last 18 years. He studied Japanese at Osaka University Extension and Czech at a private school in Prague. From a family of expats, he seeks to help resolve some of the complications as it relates to personal finance from living overseas. 

125 E. Tahquitz Canyon Way Ste. #203

Palm Springs, CA. 92262

info@eurekawealthmanagement.com

(760) 537-0791

©2017 BY EUREKA WEALTH MANAGEMENT.

Eureka Wealth Management is a registered investment adviser in the State of California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.