November 15th 2018, The Netherlands : Beacon Global Group – Europe B.V. and Combined Global Investors, LLC have announced a strategic agreement to support Americans living in the Netherlands with financial planning and investment advice.
Financial planning and investing for Americans has become harder in recent years with the IRS and FATCA causing
Americans to be unwelcome at many financial institutions. It’s caused difficulty opening bank accounts, closed US
brokerage accounts, complicated tax codes, confused financial advisers; and offered few quality investment options.
There are now other investment options, such as the Universal Access Bond®, for Americans to invest in that should solve both their investment choices and more easily meet their tax reporting obligations. Combined Global Investors will be helping them with their financial planning and investment options – achieving a holistic approach to their investment and retirement portfolios. Maria Herrera of Combined Global Investors is an American living in Amsterdam and is a frequent speaker on the topic of Americans investing in Europe.
Maria Herrera, Director – Combined Global Investors said: “This is a very exciting moment. The synergy between our organizations means that we can now offer American expatriates truly global service, and we can also assist local international staff that may have a 401k in the U.S. As an American expat in Europe for the last 20 year I understand the challenges and opportunities of investing while living in Europe.”
Randy Landsman, CEO – Beacon Global Group said: “We are very fortunate to have identified a wonderful firm in The Netherlands who have a strong reputation for meeting the needs of their international clients. Given the global
mobility of many Americans overseas, we are excited to be working with them as part of our network designed to provide seamless local country & US expertise.”