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United States, India, United Kingdom, Spain
US Inbound/Outbound Planning
Comprehensive Financial Planning, Investment Management and Tax Services, on a fee-only basis. Primarily serving higher net worth professionals. Expertise in US inbound/outbound planning; planning for individuals receiving employer stock grants.
Fixed ongoing fee, based on financial planning complexity and investable assets under advisement.
CFP and CPA, providing comprehensive financial planning, including in ranging advice and tax services to professional immigrants in the US and to US citizens living abroad. Expertise in financial/tax planning for equity based compensation.
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