EXPAT FOCUS HELPS THOUSANDS OF EXPATS FIND THE RIGHT FINANCIAL ADVICE OR SERVICE FOR THEIR NEEDS EVERY YEAR - GET THE HELP YOU NEED TODAY
Individual Asset Management (IAM) specializes in investment management and financial planning for expatriates
Contact Tom Zachystal, President of IAM, for expert advice today
Tom Zachystal is President of IAM, a Registered Investment Advisor, and is a Chartered Financial Analyst and Certified Financial Planner™ professional specializing in portfolio management and financial planning services for expatriates.
With clients on four continents in over a dozen countries, Tom Zachystal is one of a small group of financial advisors carefully selected by Expat Focus for their knowledge, professionalism and integrity.
Key highlights:
Americans living abroad are now affected by regulations that govern US brokerage firms’ reporting and due diligence responsibilities - in many instances, rather than comply with the additional burden imposed by these regulations, their financial institution will simply close their account.
What Services Are Available For US Expats?
Portfolio management and investment advice
IRAs, 401ks, UK SIPPs, retirement planning
Investment portfolio review and financial planning
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Tom Zachystal
Expat Focus Partner
Tom Zachystal
CFA, CFP