We've Got Your Answers
At Beacon Global Advisors, it's about transparency. So we've taken the time to compile some of our most frequently asked questions and provide the answers for you right here. Should you have any other questions, please feel free to reach out to us by giving us a call at (303) 800-5761 or by filling out the contact form here.
General FAQs About Our Firm
At Beacon Global Advisors, we are committed to helping you achieve financial clarity and peace of mind. We take a personalized approach to financial planning, working with you to create strategies that align with your goals and values. With our comprehensive services and dedicated team, we pride ourselves in being your trusted partner in navigating the complexities of financial planning. Our mission is to empower you to make informed decisions so you can focus on what matters most—enjoying life and retirement with confidence.
Beacon Global Advisors specializes in working with individuals and families preparing for or enjoying retirement. Our typical clients include pre-retirees, retirees, business owners, and families navigating life transitions – with a specific expertise servicing those living abroad. By understanding your unique circumstances, we tailor our services to meet your specific needs and objectives. We welcome anyone seeking to protect, grow, and manage their wealth for a secure financial future.
As an independent advisory firm and fiduciary, we prioritize your financial well-being. This means we are legally and ethically obligated to act in your best interest. Our team combines decades of experience with a commitment to transparency, education, and personalized service to ensure you feel confident in every decision. We believe in building long-term relationships based on trust, integrity, and mutual respect.
We offer a comprehensive suite of financial services, including domestic and international wealth management, income planning, life insurance, tax strategy, and legacy and estate planning. Our holistic approach ensures that every aspect of your financial life is addressed, so you can pursue your goals with confidence. By integrating these services, we develop strategies tailored to your unique situation, helping you navigate the complexities of financial planning.
Getting started is simple! Contact us at (303) 800-5761 or schedule a complimentary review by clicking here. During our initial meeting, we will discuss your financial situation, goals, and concerns to determine how we can best assist you. This introductory session can be held in-person, over the phone, or virtually for your convenience.
FAQs About Retiring As An Expat
Certain assets—like retirement accounts—are typically more beneficial to maintain in the U.S. due to tax inefficiencies or penalties that can arise when trying to move them abroad. Fully exiting the U.S. system financially can come with significant consequences. We help you identify what should remain in the U.S. and how to structure your portfolio to support a cross-border lifestyle.
Tax treatment depends heavily on your country of residence and the type of income you receive. The U.S. taxes global income regardless of where you live, and this can create a dual-taxation scenario. We guide you through tax treaties, exemptions, and income classifications so you understand both your U.S. and local tax obligations and can plan effectively.
While some U.S. institutions restrict account access for non-residents, we work with platforms that allow compliant investing from abroad. We also help you explore offshore investment options that support your goals—ensuring you're positioned to invest locally or internationally while staying within regulatory guidelines.
Yes. Inheritance and estate tax laws vary widely between countries, and moving abroad can complicate how your estate is taxed and passed on. We help you evaluate the implications of your residency, asset location, and estate plan to ensure your wealth is protected and transferred efficiently across borders.
Political and economic uncertainty in the U.S. has led many to diversify internationally. We help clients take a cautious yet proactive approach—adjusting portfolios for resilience while avoiding overreactions. Whether through globally diversified investments or alternative vehicles like annuities, we help you safeguard your assets without disrupting your long-term strategy.
