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Cross Border Financial Planning USA


Financial Planning & Services

About Us

Cross Border Financial Planning USA specializes in providing wealth management and financial planning to globally mobile individuals with US assets, including overseas Americans and foreign nationals in the United States. Cross border planning is not simply about investing, it is about creating a flexible financial plan that can be adapted to your multi-jurisdictional life. The advice we provide considers the tax, currency, and legal implications for our globally mobile clients.

Rep/Contact Info

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Edward Cole