Name: Tax Samaritan
Price range: $$

I have at least $200,000 to invest and I’m interested in (check all that apply):*

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International Asset Management’s investment management and financial planning services for US expats
Completing a free financial check-up with International Asset Management
I’m not sure and would like to learn more about investment management and financial planning issues for US expats

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WEALTH MANAGEMENT ISSUES & GOALS

I am interested in the following (please check items of interest from below):

Establishing a college education fund*
Establishing an IRA and/or personal retirement plan*
Receiving a potentially higher yield on my/our money
Budgeting and cash flow planning
Reducing the taxes paid on Social Security benefits

Note: Dollar-cost averaging does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment in securities regardless of the fluctuation of price levels of such securities. An investor should consider his or her financial ability to continue his or her purchases through periods of low price levels.

RETIREMENT GOALS

Retirement Goals (please check items of interest from below):

Travel
Second Home
Recreational Vehicle (e.g., boat, RV)
Work
Own Business

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Wealth Management Interest Form

Schedule a time to speak with Tom from International Asset Management (IAM) to help navigate current market volatility and benefit from an expert in investment management and financial planning for U.S. citizens living abroad.

IAM Consultation Form

WEALTH MANAGEMENT ISSUES & GOALS

RETIREMENT GOALS

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