Global Financial Planning
Get In TouchUnlock a World of Possibilities with Global Financial Planning
Who Needs Global Financial Planning
RETIRING
Individuals who retire abroad face unique financial challenges with managing assets, cash flow and currency exchange. A clear understanding about income and estate tax implications, as well as access to benefits such as life insurance, healthcare, Social Security, are critical.
WORKING
Business owners and executives can have complex financial situations that span multiple countries. Global financial planning provides financial planning, retirement planning and investment management from the perspective of all countries involved in your international employment.
RETURNING TO THE STATES
Repatriation after an extended period of time away requires a close examination of cost-of-living changes, tax obligations, investments, and healthcare. Changes to your personal life can be impactful; such as a non-U.S. spouse or children. Global financial planners can help you address these and other unique challenges of returning home.
What We Can Do For You
Stewart S. Koesten, M.S.F.S., CFP®, CIMA®, Cert(IM), Global Financial Planning Fellow (USA)
Stewart Koesten, Chairman and Wealth Manager at Aspyre, heads up our Global Financial Planning team. Working with Stewart promises a partnership marked by unparalleled expertise and a focus on your financial success.
With many decades of experience in financial services and wealth management, Stewart brings a breadth of insight to the table. His certification as a Global Financial Planning Fellow (GFP USA) puts him among an elite group of advisors who have met the advanced educational, experience, and ethics requirements necessary to help people navigate financial situations across the world.
Let's Discuss Your Global Financial Planning Needs
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