Cross Border Planning, LLC is an independent, fee-only registered investment advisor (RIA) that provides specialized financial planning and wealth management services to U.S. expatriates and foreign nationals with financial ties to the United States. The firm focuses on navigating the complex tax, retirement, and investment challenges inherent in cross-border situations. As fiduciaries, they are committed to providing objective advice that serves the best interests of their clients, covering areas such as multi-jurisdictional tax planning, investment management, retirement strategies, and estate planning.

Founded in

Belgium