Our Services

We provide fee-only tax and financial planning services. We avoid potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies, and we do not sell any financial products.

We work with affluent people of all ages and from all walks of life. Our clients include owners of closely and privately held businesses, business executives, individuals and families with substantial assets, and young professionals with a promising career in Asia Pacific region. All our clients receive personal attention and customized tax and financial planning services. Whether you are growing assets for the future; or seeking to protect, enjoy and pass on those you already have; US Abroad Advisors is ready to help with sound and professional advice.

Your financial objectives may include:

  • Creating and preserving personal wealth
  • Reducing tax burdens
  • Increasing your peace of mind
  • Maximizing wealth transfer
  • Minimizing the risk of financial catastrophe
  • Protection against inflation
  • Providing for a child's education
  • Securing retirement income
  • Considering a career opportunity overseas

Our services to help you reach your goals include:

  • US & HK income tax planning and return preparation
  • Arrival or departure tax consultation meeting
  • Income and expense cash-flow planning
  • Analysis of insurance needs
  • Long-range and life-style planning
  • Debt management and planning
  • Retirement planning strategies
  • College funding strategies
  • Estate and gift planning
  • Investment education and asset allocation strategies
  • Advice on employee stock options

US Abroad Advisors Ltd
Level 7, Nan Fung Tower
88 Connaught Road Central
Hong Kong
Phone: +852 2902 6190
Fax: +852 2902 6170
Email: [email protected]

©2006-2009 US Abroad Advisors Ltd. All rights reserved.