Expats wishing to plan for the future or aggregate their finances should seek advice from a specialist expat financial advisor such as those listed on this page. As always, shop around and check credentials, fees and experience.
White Lighthouse Investment Management provides fee-only investment management and financial planning services to individuals and families around the world, specializing in serving overseas Americans, especially those in Switzerland.
We provide expat tax and investment services throughout the world. We are a year-round tax and registered investment advisory firm specializing in meeting the needs of Americans living overseas.
Phil Hogan is a Canadian and US CPA working with clients throughout Canada and the US. Phil advises on cross border tax and financial planning matters. Phil can be reached at phil@philhogan.com or via telephone at 250-661-9417.